Stephanie Crean joined California Financial Partners (CalFP) in July bringing with her more than 15 years of experience in financial services industry. She began her career in San Francisco creating training and onboarding programs for financial service companies including Charles Schwab and Morgan Stanley. In 2006, she relocated to New York City and had a 13-year career with American Express Co. holding a variety of global positions of increasing responsibility. In her most recent role, Stephanie managed a portfolio of merchants that drove more than $1B annual revenue, but her real passion is the time she spent consulting with clients to plan for their future, building strategic marketing plans, and advising on techniques to help clients grow their businesses.
As a new employee at CalFP, Stephanie is looking to leverage her consulting, planning and advising background to empower people to pursue their unique life goals through financial literacy and planning. During the course of her career, she has built a reputation with clients and colleagues based on honesty, integrity, trust, and transparency and brings these core values with her to CFP.
A California native, Stephanie earned her Bachelor and Master degrees from California State University. She spent the majority of her career in New York City, but recently relocated back to Southern California with her husband Scott, 5-year old son Nico and 3-year old daughter Elise. She is thrilled to be back in the California climate, surrounded by family and friends.
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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