Stephanie Crean, CFP®, CIMA®
I provide successful people specialized guidance in pursuit of maximizing wealth and living their ideal life.
My mission is to provide objective, sound and straight-forward advise. Since joining the financial services industry, I have made it my business to help others create and preserve wealth. I take technical and complicated concepts and simplify them for clients – and most importantly advise on the appropriate approach to incorporate them into their holistic financial picture.
Along with my team, I deliver to clients highly personalized wealth management solutions comprised of appropriate planning and customized investment portfolios. We also provide a concierge service model that includes collaboration with clients’ legal, tax and actuary advisors to deliver comprehensive management of their full financial universe.
I joined California Financial Partners (CALFP) in 2018 after 15 years in the corporate financial services industry bringing with me experience and skills well aligned with CALFP. I began my career in San Francisco creating training and onboarding programs for boutique financial service companies. I relocated to New York City and spent 13 years at a corporate financial services organization leading client management and a P&L contributing $1B revenue to the organization, developing a customer experience model to improve processes and relationships, and building a sales training program to drive profitable growth.
Continuous learning and skill development are core to who I am. I completed rigorous education and certification to become a Certified Financial Planner™ professional and hold the Series 7 and 66 registrations with LPL Financial.
A California native, I earned my Bachelor and Master degrees from California State University. In 2018, I relocated from NYC to Southern California with my husband Scott, son Nico, daughter Elise to be near family and join the family business. When not working, I spend considerable time chauffeuring and participating in various children’s activities, travelling with my family, and volunteering with local and national community organizations including Homes for Our Troops and STOKED Mentoring.
If you’d like to connect, I’d love to talk with you.
Steph Crean, CFP®, CIMA®
909-296-6600 Ext 102
CA Insurance Lic#0M90533
Stephanie 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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