Why Us
Our academic approach
Dr. Crane, Professor Emeritus of Finance at California State University, Fullerton, takes the same approach to financial advice as he did to academia for over 40 years.
Our personalized advice is based on objective research and independent financial analysis backed by academic theory and studies, giving our clients an edge over traditional Wall Street product-based solutions
The Crane family
The Crane Family
Dr. Don Crane, PhD, CFP®
Previous Experience:
Finance Professor, CSUF
Scott Crane, CFA, CFP®
Previous Experience:
Bainbridge Capital
Todd Crane, CFA, CFP®
Previous Experience:
JP Morgan Private Bank
Alex Crane, CFA, CFP®
Previous Experience:
UBS Investment Bank
Jeff Crane
Previous Experience:
Google, Goldman Sachs
Notes: 1) As of 2/22/2021