Craig C. Babineaux, CPA/PFS, CFP®

Financial Advisor

Lafayette

Craig Babineaux been a CPA with a public accounting practice for nearly 40 years. “The nature of my practice then and now,” Craig explains, “has always been a collaborative planning process with my clients. Even when I was not serving formally as a financial planner, it was one of the central roles of my practice as I helped clients with their business planning and taxes issues.”

Wanting to take his career to the next level, Craig invested the time and effort to become a CERTIFIED FINANCIAL PLANNER™  professional and earn his Personal Financial Specialist certification. At Darnall Sikes Wealth Partners, Craig still works as a CPA, doing tax planning and reviewing tax returns for the majority of his financial advisory clients. “Understanding clients’ tax returns and helping them with financial planning, I have access to their entire financial picture, a perspective that not every financial planner has. I’m proud of the fact that most of my financial planning clients have been tax clients for quite a while.”

At a basic level, my job is to keep clients between the guardrails — doing the things they need to do to achieve their goals. Our clients are very smart and perhaps some could be do-it-your-selfers, but they recognize even the best athlete needs a coach. Left on their own, clients just don’t or can’t focus on financial planning for various reasons. It’s the actual implementation and monitoring of the plan that matters — and I see a big part of what I do as ‘closing the loop’ for my clients.

— Craig Babineaux

Professional and Educational Accreditations

  • Certified Public Accountant, CPA
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Personal Financial Specialist, PFS
  • Registered Representative, 1st Global Capital Corporation
  • B.S. in Accounting, University of Southwestern Louisiana (now University of Louisiana at Lafayette)

Civic and Professional Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants
  • Member, the Financial Planning Association
  • Past President, Lafayette Kiwanis Club
  • Leadership Lafayette graduate
  • Member, Lafayette Chamber of Commerce