Craig Ratz, CFP™ –

Lead Advisor

Craig is a Lead Advisor at Calculated Wealth with over 20 years of industry experience. Craig takes a comprehensive, full balance sheet approach that helps successful families take action on what’s important to drive exceptional outcomes today and through times of transition.

Outside of work, he loves getting outside and traveling with his wife Kari, and finding opportunities to spend time with his three adult children.

craig ratz
Contact Us to Schedule a Meeting
minneapolis

EDUCATION

  • University of Minnesota – B.S. Biochemistry
  • Certified Financial Planner (CFPTM)
  • Long list of books and articles

EXPERIENCE

  • Recovering chemical engineer.
  • Private Bank Wealth Management, where I consulted on hundreds of wealth planning engagements for high-net-worth and ultra-high-net-worth families.