Kansas City

Becca Craig

CFP®, CSLP®, ABA

Associate Wealth Advisor

420 W 98 St
Kansas City, MO 64114

Becca Craig
Becca Craig

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional
  • CSLP® – Certified Student Loan Professional
  • ABA – Accredited Business Accountant

About Becca

Becca has a passion for women's wealth management and economic empowerment. Championing the role of both financial advocate and advisor, she enjoys making money work for her clients—not against them—so they can focus on the people, endeavors, and causes they care about most.

Becca directs team-based efforts by effectively managing client portfolios, advanced planning, processes, and projects that together make up an exceptional, comprehensive wealth management strategy. In addition, Becca’s experience with student loan repayment planning allows her to help clients understand their loans, and then create a strategy geared toward full repayment or forgiveness. Prior to joining Buckingham in 2019, Becca worked as a financial advisor at Synergy Wealth Solutions and Guardian Life.

Becca received her bachelor of arts degree with concentrations in political science and economics from Washington University in St. Louis.

Becca holds the CERTIFIED FINANCIAL PLANNER­™️ professional designation, the Certified Student Loan Professional designation, and the Accredited Business Accountant (ABA) designation from the Accreditation Council for Accountancy and Taxation®️ (ACAT).

Becca is an Alumni Fellow of the St. Louis New Leaders Council (Class of 2019) and volunteers with local organizations that support political engagement, gender equity and animal welfare. Becca is also an inaugural member of Buckingham’s Diversity, Equity and Inclusion Council and offers pro bono services through the Foundation for Financial Planning. In her free time, Becca enjoys hot yoga, hiking adventures, and exploring National Parks.