Richard Craft CFP®, ChFC®, CRPC®, CRPS®, AWMA®
Financial Planner
Richard Craft, a Financial Planner at Academy Financial Inc., provides Comprehensive Financial Planning and Business Succession Strategies exclusively to business owners throughout the United States. Richard has been a Financial Planner since starting his practice in 2016 and been with Academy Financial Inc. since 2014.
Areas of Expertise
Business Succession Planning
Income Tax Reduction Strategies
Retirement Planning & 401ks
- Wealth Management
Mission
My job is to educate clients on their overall financial picture and reduce stress by being their resource to guide them through life’s financial obstacles.
Personal Information
Richard resides in Brewer’s Hill, downtown Baltimore, where he relocated from his original home outside Philadelphia, PA in 2013. Richard is also Managing Partner for Guilford Hall Brewery; located downtown in Station North that serves as a Brewery, Beer Hall, Coffee Shop & Corporate Events space.
Community Involvement
Richard is former Chairman of the Board for the Baltimore City Chamber of Commerce and a member of the National Association of Insurance and Financial Advisors (NAIFA). Richard also participates in the Canton Community Association (CCA) to help improve the community environment.
Certifications
FINRA Registrations: Series 7 and 66
Life and Health Insurance Licensed
CERTIFIED FINANCIAL PLANNERTM (CFP®) designation
Chartered Retirement Planning Counselor (CRPC®) designation
Chartered Financial Consultant (ChFC®) designation
Chartered Retirement Plan Specialist (CRPS®) designation
Accredited Wealth Management Advisor (AWMA®) designation
Master Planner Advanced Studies (MPAS®) Designation
- Masters of Science in Personal Financial Planning (MSPFP)
Education
BA, Dickinson College
MS, College for Financial Planning