California Financial Partners

Building Trust Through Expertise & Integrity

  • Company
    • Our Process
      • Components of a Financial Plan
      • Investment Vehicles
      • Your Total Wealth Management Solution
    • Policies
    • Contact
  • Meet the Team
  • Resources
    • LPL Resources
    • LPL Podcasts
    • Outlook Videos
    • CalFP Blog
  • Login
You are here: Home / Meet the Team / Michael Crean

Michael Crean

LPL Financial Advisor

michael-crean

Michael Crean is an LPL Financial advisor with California Financial Partners. In this role, he assists clients with investment and risk management strategies, advising individuals and families on financial planning. He participates in the advanced planning process to address retirement, estate and tax considerations and uses this information for investment plan development, portfolio design, and the implementation and management of dent portfolios.

In addition to his advisory role, he manages the California Financial Partner Office in Upland CA, maintaining internal processes and managing client communications. Prior to joining California Financial Partners, Mike had a career in the Ski Management In the Lake Tahoe Area. He attended Sierra Nevada College in Incline Village, NV studying business. An avid outdoorsman, when he’s not working, he is out with his 5-year-old (Mila) teaching her to ski, camp, hike or fish.

Michael Crean
Upland Office: 909-296-6600
Cell: 530-363-3082
[email protected] 
CA Insurance Lic#2121044

Michael Crean is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your Investment Advisor Representative by telephone.

Glendale, CA Office

California Financial Partners, Inc.
700 N. Brand Blvd.
Suite 640
Glendale, California 91203
Tel: 818-550-9955

Upland, CA Office

California Financial Partners, Inc.
655B N. Mountain Ave,
Upland, California 91786
Tel: 909-296-6600

  • Home
  • Meet the Team
  • Our Process
  • Publications
  • Tools
  • Login
  • Policies
  • Fee Schedule
  • Privacy Policy
  • Disclaimers
  • Strategic Partners
  • Contact

California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site are currently registered to discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, DC, FL, ID, IL, IN, KY, LA, MD, NJ, NV, NY, OR, TX, UT.
If you are in a state other than those listed, we will acquire the appropriate state license so that we may serve you.

Copyright © California Financial Partners, Inc.