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Crawford Financial Planning Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Crawford Financial Planning is a fee-only financial advisory and wealth management firm that offers personal investment guidance to clients in the San Francisco Bay Area and Central Valley. Based in Modesto, California, the company focuses on providing objective planning and investment advice to individuals seeking tailored wealth management services. With a small professional team, Crawford Financial Planning operates within the investment management industry, aiming to address clients’ financial needs through a fiduciary model that emphasizes independent, client-centered guidance. The firm’s location and services position it as a regional advisor serving residents of central California and the broader Bay Area who require personal investment oversight and financial planning support.

Find Crawford Financial Planning employees' phone numbers or email addresses

Crawford Financial Planning Global Highlights

Location
Employees

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

North America
2

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  • United States Of America
    2

Crawford Financial Planning's Leadership

  • Stylized image of a person
    C. C.
    Client Service Office Assistant
    Phone icon
    Mobile Phone

Crawford Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other
  • Banking

Contact profiles from Crawford Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Client Service Office Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 08, 2024

Frequently Asked Questions

What is Crawford Financial Planning known for?

Minus sign iconPlus sign iconCrawford Financial Planning operates in the Investment Management industry. Explore Crawford Financial Planning's company overview page for more information.

What is Crawford Financial Planning's most common email format?

Minus sign iconPlus sign iconCrawford Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crawford Financial Planning email formats with LeadIQ.

How many employees does Crawford Financial Planning have currently?

Minus sign iconPlus sign iconCrawford Financial Planning has approximately 5 employees as of August 2026. These team members are located across 2 continents, including EuropeNorth America.

Who are Crawford Financial Planning's key employees and leadership?

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As of August 2026, Crawford Financial Planning's key employees include:

  • Client Service Office Assistant: C. C.

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