Unclaimed Profile

Craig Robert Watanabe

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC·CALABASAS, California

SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 87, Series 99TOCFPClean record26 years registeredAMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

23975 PARK SORRENTO, CALABASAS, CA 91302CRD# 1177960Firm CRD# 160322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Robert Watanabe · CALABASAS, CA

Registration

CRD #1177960 · AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

DIVERSIFY ADVISORY SERVICES, LLC

Sep 2023 – present

DFPG INVESTMENTS, LLC

Apr 2018 – Dec 2023

LA CANADA, CA

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

Aug 2017 – Jul 2018

CALABASAS, CA

PENSION ARCHITECTS ADVISORY GROUP, LLC

Jun 2011 – Sep 2013

PASADENA, CA

NRP ADVISORS, INC.

Oct 2008 – Oct 2009

PASADENA, CA

PENNIALL & ASSOCIATES

Oct 2008 – Aug 2017

PASADENA, CA

PENNIALL & ASSOCIATES, INC.

Jul 2008 – Nov 2008

PASADENA, CA

NRP FINANCIAL, INC.

May 2008 – Oct 2008

PASADENA, CA

WESTERN INTERNATIONAL SECURITIES

Feb 2000 – Oct 2009

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 87

Series 99TO

Registration record

First registered · February 22, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

CRD 160322 · SEC 801-73032

AUM

$47M

Regulatory assets under management

Employees

106 client accounts

Services offered by AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC →

Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CALABASAS?

Browse all registered financial advisors in CALABASAS, California or claim this profile if it's yours.

Browse CALABASAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Robert Watanabe offer?

Craig Robert Watanabe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CALABASAS, California for a consultation.

What are Craig Robert Watanabe's credentials?

Craig Robert Watanabe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Robert Watanabe located?

Craig Robert Watanabe is based in CALABASAS, California, working with AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Craig Robert Watanabe charge for services?

Craig Robert Watanabe's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC?

AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC has approximately 4 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →