Who We Are

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.