Craig Griffin
Co-Founder & Managing Partner

California Licensed Professional Fiduciary

Craig helps families plan for the future, protect what they've built, and see their wishes carried out. He brings more than 30 years of senior leadership across healthcare, technology, and nonprofit organizations, and a lifelong commitment to serving family, friends, clients, and colleagues.

Craig is Co-Founder and Managing Partner of Plan Ahead Partners LLC, an estate planning and legal document assistant firm, and Founder of Plan Ahead Fiduciary Advisors LLC. As a California Licensed Professional Fiduciary (License No. 1709), he can serve as trustee and in other fiduciary roles when families need an independent, accountable professional to manage their affairs. He also holds a California real estate license and is a registered Legal Document Assistant in San Bernardino and Riverside Counties.

Before Plan Ahead Partners, Craig co-founded Optimus EMR, a healthcare technology company, where he served as Senior Vice President of Operations.

Craig holds a B.S. in Organizational Psychology and an M.A. in Organizational Leadership from Azusa Pacific University. He and his wife of 34 years live in Rancho Cucamonga, where they are active in their community. He enjoys traveling, surfing, and the occasional round of golf.