Meet Craig

MBA, CPWA

Welcome to the world of personalized financial planning where your aspirations meet expertise. I am Craig Poulson, a seasoned financial advisor with a unique journey that reflects my diverse background in the world of finance.

A Transition of Leadership to Financial Empowerment

For over 30 years, I navigated the intricate realms of corporate leadership, holding pivotal roles in the C-suite and steering my own ship as a business owner with extensive experience. My journey was one of challenges, triumphs, and invaluable lessons. It was during this time that I recognized the profound impact strategic financial decisions can have on the trajectory of businesses and individuals alike.

A Passion for Empowering Financial Futures

Driven by a passion for empowering others to build financial confidence , I transitioned my skills and knowledge to the realm of financial advising. My experience at the highest echelons of business has equipped me with a holistic understanding of financial landscapes, enabling me to provide comprehensive solutions tailored to your unique goals.

Why Consider Choosing Craig Poulson?

Strategic Insight: Benefit from my strategic mindset honed through years of executive decision-making.
Behavioral Coaching & Decision Discipline: Objective guidance during market volatility and major life decisions.
Personalized Approach: Experience financial guidance crafted specifically for your aspirations.
Tax Strategies for high-net-worth individuals: focusing on complex issues like tax planning, asset protection, and wealth transfer.
Tax Strategies with Captive Insurance: Experience with tax planning concepts, including strategies involving captive insurance, where appropriate.
Investment Strategies: Expertise in crafting customized investment portfolios that align with your financial goals.
Estate & Legacy Planning Integration: Emphasizing intergenerational wealth transfer and legacy design.
Retirement Planning: Tailored strategies to help plan for retirement with greater clarity and structure.
Retirement Planning: Tailored strategies to help plan for retirement with greater clarity and structure.
Wealth Management: Comprehensive solutions for multi-entity, multi-income, and liquidity-event scenarios focused on managing and planning financial resources.
Life Insurance Planning: Protect your loved ones with personalized life insurance plans designed to help secure their financial future.

Let’s Build Your Financial Legacy Together

Embark on a journey toward financial empowerment with a guide who understands the intricacies of business and personal finance. Whether you’re planning for retirement, growing your wealth, safeguarding your family’s future through life insurance, or exploring innovative tax strategies with captive insurance companies, I am here to work with you to develop a plan aligned with your financial goals.

Let’s build your legacy together.

Craig and his wife Jill have 5 grown children and 7 grandchildren. When not in the office, he likes to travel to exciting new places with his family. He also enjoys snow skiing, water skiing, scuba diving, cycling, and golf.

Credentials

Life Insurance License
FINRA Series 65 Securities License
CPWA -Certified Private Wealth Advisor

Education

Brigham Young University. MBA, Finance
University of Utah, M.S. Business Administration

Let's start a conversation

Investment Advisory Services offered through Trek Financial LLC, an investment adviser registered with the Securities Exchange Commission. Captain Wealth Management is a marketing name only and does not carry a separate registration. Steve Captain is an Investment Adviser Representative of Trek Financial, LLC. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.