CRAIG PLATT, CLU, CHFC, CFP, LIC

Principal & Life Insurance Advisor

Email Address: cplatt@rosestreetadvisors.com
Office Phone: (269) 552-3214

Craig Platt is a principal and life insurance advisor at Rose Street Advisors. He joined the firm in 1993 and has more than 40 years of experience in the financial services industry.

In addition to his responsibilities as the managing principal, Craig works extensively in the life insurance, employee benefits and investment areas where he assists clients in designing, implementing and monitoring their programs.

He holds his FINRA Series 7 and 63 securities licenses, State of Michigan life and health licenses, and often serves as an expert witness in FINRA arbitration cases.

Craig serves on the Board of Constance Brown Hearing Services; the Patient and Family Advisory Council of Bronson Methodist Hospital; and the Professional Advisors Council of the Kalamazoo Community Foundation. He is also a member of the Southwest Michigan Estate Planning Council, the Association of Advanced Underwriters and the Downtown Kiwanis Club.

Craig earned his BBA from Western Michigan University.