Richard Craft CFP®, ChFC®, CRPC®, CRPS®, AWMA®

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 PLANNER^TM (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