Broker Check

Why Us

Our track record

Our advice stands up to changing market cycles and has helped our clients navigate uncertain futures with more clarity and confidence.

This history of effective advice is the reason our practice has grown organically since 1976 to over $750 million assets under advisement.1   

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 Fiduciary Duty

CERTIFIED FINANCIAL PLANNER professionals are held to rigorous ethical standards. A CFP® professional must act as a fiduciary, which means always acting in the client’s best interests when providing financial advice.

You get the A-Team

Crane & Associates is made up of an “A-Team” of Dr. Crane’s top former students and colleagues—all dedicated professionals.

The family advantage

This team includes his four sons, each of whom brings unique experience to the table. By working together as one family we’re able to better support our clients and their families.

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

Our competence = your confidence

Your advisory team includes:

PhD – Doctoral degree

CFA – Chartered Financial Analyst


We pick up the phone when you call

No robots here. Speak to an associate on your team. We’re there when you need us. We have a full team of 13 client service associates

Notes:  1) As of 2/22/2021