Craig Limoges, CFA, CFP, EA
Mr. Limoges, President of Limoges Investment Management PC, has achieved an unusual combination of advanced professional credentials which provide him with a well-rounded perspective on investments and personal finance. His professional designations include the Chartered Financial Analyst designation (CFA—awarded in 1990), Certified Financial Planner (CFP™—awarded in 1986), and is enrolled to practice taxation before the IRS (“Enrolled Agent”—awarded in 1989). Mr. Limoges has an undergraduate degree in Finance and Banking from the University of Arkansas (1976). He began his financial planning career in 1985 and has been providing high quality financial services in Vancouver, Washington and Portland, Oregon since 1987.
The CFA designation is awarded by the Institute of Chartered Financial Analysts after completion of a rigorous three-year program concentrating on professional ethics, financial accounting, economics, equity and fixed-income security analysis, and portfolio management techniques. Mr. Limoges provides portfolio management, investment analysis, and financial planning and consulting services to individuals, trusts, and retirement plans.
A former IRS tax auditor with over 20 years of tax accounting experience, Mr. Limoges has an extensive tax background which serves as one of the cornerstones for offering effective personal financial consulting.
Mr. Limoges is a member of the CFA Institute, the Portland Society of Financial Analysts, the Clark County Estate Planning Council (Past President), the Financial Planning Association (national), the Financial Planning Association of Oregon and Southwest Washington, the Fort Vancouver Lions Club (Past President), and the Greater Vancouver Chamber of Commerce.
Craig is a Navy veteran, having served as a Radar Intercept Officer (RIO) in the back seat of the F-14 Tomcat.