Kelly F. Crane,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly F. Crane, CFP®

CFA, CLU

CEO, Chief Investment Officer

Napa Valley Wealth Management

1127 Pope St, Ste 101
Saint Helena, CA 94574

Napa Valley Wealth Management

1981 North Broadway, Suite 225
Walnut Creek, CA 94596
FINANCIAL ADVISOR'S WEBSITE
(888) 883-3222
(707) 963-5096
CONNECT WITH Kelly
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General

Kelly Crane is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Napa Valley Wealth Management in Saint Helena, CA and the surrounding communities.

Financial Advisor Overview

How Can We Help?

We're a Certified Financial Planning firm with three locations in the North and East Bay areas, and we've been in business for over 25 years. As CFPs we do much more than manage investments. Our approach is holistic; we help coordinate your entire financial life (taxes, income needs, retirement planning, investments, estate tax coordination, asset protection, and more) to ensure it all works synergistically.

We act as your head coach and coordinate with the rest of your financial team (CPA, Attorney, etc.) to ensure there are no gaps or holes in your long-term plan. The goal is help you maximize your returns while minimizing risk.

What is a CFP?

Certified Financial Planners follow certain ethical and planning standards. Most people think all financial planners are "certified", but this isn't true. Anyone can call themselves a "financial planner." Only those who have fulfilled the certification and renewal requirements of the CFP Board are "certified." The CFP certification helps you feel confident the financial planner you choose is ethical and competent.

The CFP Process

We follow a six-step financial planning process; we don't dive right in and start investing. First we spend many hours gathering your data, understanding your goals, and analyzing your current financial picture. From there we develop your customized Financial Plan and Road Map, which will serve as our guides for achieving your long- and short-term goals.

Complimentary Consultation

We'd be glad to meet with you free-of-charge to discuss your unique financial situation and future goals. Feel welcome to contact us via phone, email, or with the enclosed reply card to schedule a complimentary consultation.

In the meantime, we encourage you to visit and explore our website, www.NapaValleyWealthManagement.com, to learn more about us and how we might be able to help you. Look for Kelly's podcasts from a Bay area radio show; they might be helpful insight into some of our philosophies.

Napa Valley Wealth Management

Two Northern CA Locations St. Helena, Walnut Creek

www.NapaValleyWealthManagement.com

(888) 883-3222

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Financial Advisor Experience

Over 25 years of experience in financial planning and investment management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CLU

Insurance Licenses

  • Life insurance: CA, GA
  • Health/disability insurance: CA
  • Property/casualty: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Kelly Crane, MBA, CFP®, CLU, CFA is a registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Napa Valley Wealth Management, a registered investment advisor and separate entity from LPL Financial. Kelly Crane CA Insurance License Number 0668025.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources