Broker Check
Donald B. Crane, PhD, CFP®, AIF®

Donald B. Crane, PhD, CFP®, AIF®

Founder, President

Dr. Crane is a professor emeritus of finance at California State University, Fullerton, where for over 40 years he was responsible for instruction in financial planning, portfolio management, retirement and estate planning, and investments. He was the founding Program Director for the Certified Financial Planner Board of Standards registered curriculum at the University.

He graduated from the University of Southern California with a doctorate in business administration with an emphasis in finance. He had previously been awarded an MBA and BA from USC and California State University, Fullerton, respectively.

Dr. Crane was actively involved with the University`s Continuing Learning Experience (CLE) Program for seniors, he is past chair of the President`s Task Force on Affordable Housing and supported many student organizations on the campus. He is past chair and current member of the CSUF Foundation investment committee as well as a founding member of the Center for Insurance Studies advisory board.

Dr. Crane has been a member of the Standards Writing Committee and the Examination Writing Committee for the CFP Board of Standards.

He is a Certified Financial Planner (CFP®), a past member of the Institute of Certified Financial Planners, the International Association of Financial Planners and was admitted to the Registry of Financial Planning Practitioners. Dr. Crane is also a member of the Financial Planning Association (FPA) and the Financial Services Institute.

He has been a consultant for numerous organizations, medical groups, the Small Business Administration and the Mortgage Bankers Association.

Dr. Crane has authored numerous articles on finance and financial planning and is a nationally recognized authority and speaker in the area of personal financial management.

He offers various asset management programs and personalized financial planing services through Cetera Advisor Networks LLC. Cetera Advisor Networks LLC, member FINRA/SIPC, is a full service broker/dealer and Registered Investment Advisor, providing financial planning, investment advice and brokerage services. He is also a registered representative, and holds licenses as a life, disability and variable annuity insurance agent (CA Insurance Lic. #0720844). He was the founder and a real estate broker at Crane Real Estate for over 30 years.