Crescent Capital Planning Information

Crescent Capital Planning is a Planning-Centric firm that empowers clients to navigate where their money and values intersect. Enhanced with the power of top-rated digital technology tools, we efficiently work together to foster clarity and confidence in making wise financial decisions. Specializing primarily in planning for successful first-generation wealth builders, these professionals are typically busy with career trajectory, family, or wanderlust activities. They are in the accumulation phase of their journey and seek to reduce financial stress, increase fulfillment and live life on purpose. 📍 Project-Based & Ongoing Financial Planning Services 📍 Disciplined Investment Management 📍 Insurance Services (Life, Disability, Long-Term Care) For additional information: www.crescentcp.com I welcome the opportunity to meet with you in a complimentary introductory meeting to get to know each other and see if the firm is right for your needs. Securities and Advisory services are offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 2033 Gateway Pl, Ste 500 • San Jose, CA 95110 • 408.352.5705 • CA Insurance Lic. #0G29644