Craig A. Lance

Craig A. Lance

Chief Excutive Officer

Craig A. Lance, CEO of Global Planning Partners.

I am Craig A. Lance, the CEO of Global Planning Partners. My journey in the financial industry began in 1994 when I joined MetLife Financial Services in Sarasota, Florida, as a Financial Services Representative. Demonstrating both advisory excellence and strong leadership, I quickly advanced in my career and, by 2003, earned the role of Managing Director for the Naples/Fort Myers, Florida market.

Throughout my career, I consistently qualified for the Management Leaders Conference and received annual accolades, including the National Management Award and Career Development Award from 2004 to 2008. These recognitions reflected my dedication to expanding firm market-share and recruiting and developing new Financial Representatives.

Recognizing the untapped potential of the South Florida marketplace for an independent channel, I took the initiative to establish Global Planning Partners. With over 30 years of experience in the finance industry, my goal is to provide clients with unparalleled expertise on a more open and free platform.

Currently, I actively participate in esteemed organizations like the Million Dollar Round Table, the Miami-Dade/Broward Association of Insurance and Financial Advisors (where I have been honored with the "Pinnacle" recruiting and development award), and GAMA International. Beyond finance, I have served on the Board of Directors for the ASOLO Theatre and Acting Conservatory in Sarasota, Florida, and contributed to the Collier County Community Foundation's Local Leadership Council.

As a proud former actively enlisted United States Marine with combat experience during Operation Desert Storm, I earned the Combat Action Ribbon and various other commendations. Since my honorable discharge in 1992, my commitment to community involvement has remained strong. I actively support the Association of Financial Educators, the Marine Corps Athletic League, Veterans of Foreign War, and the Miami-Dade Veterans Alliance, assisting in the reintegration of veterans into the local workforce.

In 2007, local news outlets and Gulfshore Life recognized me as one of the top 40 Business People Under 40 in Southwest Florida. I currently reside in Naples, Florida, with my wife, Ivette.