Dr. Don Crane, Certified Financial Planner™, first created a financial plan for an Edison employee in 1990, and has been serving Edison clients ever since. He found he was able to help Edison employees make the most of company benefits, retirement plans and investment options in the pursuit of their personal financial goals.

After serving all types of employees—from technicians to directors to administrative professionals—he learned the ins and outs of the Edison system as well as the specific needs of the employees. Using this knowledge to develop personal financial plans, Dr. Crane has been able to help hundreds of Edison clients plan retirement, manage risks, reduce taxes, and invest carefully. He molded his practice around Edison clients, always putting their interests first, building his reputation as a valuable advisor with a history of acting with integrity. By sticking to this ethos, he has grown his practice organically through client referrals to over $750 million assets under advisement¹—all while working with wonderful clients at the same time.

1) As of 03/03/2021
2) As of 03/03/2021

^{Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}