Richard Crean, CLU
Richard Crean brings 30+ years of financial planning experience to his role as LPL Financial advisor with California Financial Partners, Inc. (CFP). Headquartered in Glendale, Calif., CFP is a registered investment advisor and fee based financial planning organization, which also maintains an office in Upland, Calif.
Rich began his career as an Advisor/Manager with The Prudential in Claremont California and started his own firm after 5 years with that Company. As CEO of that Independent Insurance and Advisory firm he managed the growth both organically and by acquisition/merger through the 1990’s, the Company became the largest Insurance and Employee Benefits firm in the Inland Empire region of Southern California employing more than 60.
After spending the early years of my career helping businesses and families preserve assets it became clear to me that there was more to the story. A Partner of mine at the time pointed out that the organization of assets, the growth of the assets and finally, how to distribute those assets without doing harm was equally important. He asked me to help he and his family do just that. The blueprint was drawn: listen, establish goals, set benchmarks, collaborate with other advisors and continuously measure achievement. Finally, be ready to adapt as life throws change at us.
Rich is also an active member in the community, serving in a chairman or advisory position on several boards including Pomona Valley Hospital Medical Center (PVHMC), PVHMC Foundation, OPARC, YMCA, Boy Scouts of America, Los Angeles County Fair Association, Learning Centers at Fairplex, Damien High School, and Bright Prospect.
A native New Yorker Rich has called Southern California home since the early 60’s. He and his wife Val have two children and three grandchildren who also call Southern California home.
Richard Crean, LPL Financial Advisor
CA Insurance Lic#0388669
Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful.—Samuel Johnson
Richard Crean is a Registered Representative with, and securities are offered through LPL Financial. Member FINRA/SIPC. Check the background of this investment professional on FINRA’s BrokerCheck.
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