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Craig Pohl

Craig EA, Senior Financial & Tax Advisor

Craig Pohl, EA

Senior Financial & Tax Advisor

Minority Partner

Alma Mater and Degrees

Towson University
BS in Business Management

Certifications

National Association of Securities
Dealers (NASD) Series 65 Exam

Hometown

Lutherville, MD

Craig joined Chesapeake Financial Advisors in 2014 as a Senior Financial Advisor after leaving a career as a loan officer for various financial lending institutions. With a financial analytics background, Craig offers an interesting perspective to his clients. Both loan officers and financial advisors share the common task of ensuring they consider all relevant financial data when making decisions to help clients meet their financial goals. Using this view as a foundation, Craig strategizes successful financial futures for his clients.

While Craig isn’t analyzing data and crunching numbers, he enjoys attending sporting events, traveling and spending time with friends and family. On a recent trip to Wyoming, Craig enjoyed fly fishing, horseback riding and sightseeing at the Grand Canyon.

What Brought you to the area?

I was born here…always a Marylander. I was raised in Lutherville and went to Towson University and now reside in Perry Hall.

What do you love about working for Chesapeake Financial Advisors?

It is the family atmosphere with colleagues and clients.

Which of our core values is your favorite and why?

Loyalty, like building trust with your clients and co-workers, makes for a long future working together.

Do you have a professional mantra?

Work harder.

What is your favorite quote?

“If you’re not the lead dog, the scenery never changes.”

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