LPL Financial Advisor
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.
Upland Office: 909-296-6600
CA Insurance Lic#2121044
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