Craig North

Advisor at Fidelity

Updated today

Location

Vancouver, WA 98660-3613

Credentials

CFP®, Series 66

Industry experience

23 years

About

Craig North is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2013, progressing through various positions including Regional Planning Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Financial Advisor at VALIC Financial Advisors, Inc. from 2003 to 2013.

With 23 years of experience in the financial services industry, Craig is a CERTIFIED FINANCIAL PLANNER™. He focuses on helping families build, preserve, and transfer wealth by understanding their financial goals and personal values. He employs a holistic approach and collaborates with a team of specialists to provide strategic guidance tailored to clients' long-term visions.

Craig holds a California Insurance License. Outside of his professional work, he has interests in fitness, food, movies, parenthood, pets, and volunteering.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Gifting strategies

Demographic focus

Parents

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Location

655 W Columbia Way, Suite 404

Vancouver, WA 98660-3613

Most active in

Oregon · Texas · Washington

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and workplace Advisors

2018 - Present (8 years)

Fidelity brokerage Services LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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