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Who We Are

Welcome to the Crane & Associates family!

Crane & Associates is one of the oldest independent advisory firms dedicated to retirement planning and wealth management strategies in Orange County, California.

As a multi-generational family business, Crane & Associates has a unique structure with a team of professionals working together to serve you—all for the same cost as a traditional advisor.

For more than 44 years, individuals and business owners in Southern California have turned to Crane & Associates for financial guidance because our strategies have been proven throughout market cycles. We pride ourselves on “big business” experience with family business values.   

Crane & Associates is led by senior advisor Dr. Donald Crane, Certified Financial Planner, whose academic and professional careers in finance have each spanned over 40 years, ranking him among the most experienced and knowledgeable advisors in the industry.