Richard Craft CFP®, ChFC®, CRPC®, CRPS®, AWMA®
LPL Financial Planner
Richard Craft, a LPL 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 provide confidence 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 - held through LPL Financial
- Life and Health Insurance Licensed
- CERTIFIED FINANCIAL PLANNERTM (CFP®) certification
- Chartered Retirement Planning Counselor (CRPC®) designation - CRPC conferred by College for Financial Planning.
- Chartered Financial Consultant (ChFC®) designation
- Chartered Retirement Plan Specialist (CRPS®) designation - CRPS conferred by College for Financial Planning.
- Accredited Wealth Management Advisor (AWMA®) designation
- Master Planner Advanced Studies (MPAS®) Designation
Education
- BA, Dickinson College
- MS, College for Financial Planning