Kelly Crane, CFP®, CLU, CFA, MBA, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kelly ranks #59 in California*. *Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. This elite list recognizes the country's top-performing financial advisors who lead the way by offering their clients the best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors. Access the full press release here: https://lnkd.in/g7wigm9Z
Wealth Enhancement Group’s Post
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RJ Financial Professionals: We look forward to seeing you at the 2024 PCG Las Vegas Regional Conference. Don't miss Joey Madere, CFA®, Senior Portfolio Analyst, Gibbs Capital Management, as he addresses how a historical perspective can give advisors a better understanding of inflation and market valuations. #opportunities #investing #equitymarkets
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In the latest Murray Income Trust manager update video, Charles Luke discusses a significant milestone for the Trust and unpacks some of the drivers behind the Trust's performance. Capital at risk. Watch now: https://ow.ly/K11m50PCmKT #MUT
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Today is your last chance to register for the 2023 Nebraska Wealth Management Conference right here in Omaha! ⏳ Register at the link below to listen to inspiring keynote speakers, get tangible takeaways at breakout sessions, and network with some of Nebraska's greatest financial services minds. Register here before it's too late: https://lnkd.in/gf3ax7wg #wealthmanagement #keynotespeakers #CE #financialadvisors
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While meeting with clients in a face-to-face manner is preferred, there are a number of new technologies that enable Regent Peak Wealth Advisors to work effectively with clients across the country. Watch below and read here https://lnkd.in/gch8U4Db for more details as Kevin Manning, CFP®, Chief Financial Officer, and Nick Fazio, CFA, CPA, explain how it all works. #wealthmanagement #financialplanning #technologyinwealthmanagement
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Founding Principal and Managing Director at Regent Peak Wealth Advisors
Technological advances in our industry continue to prove various benefits. Engaging with our clients across the country is just one of those ways. Explore more about the advancements in #wealthmanagement tech from our CFO Kevin Manning and Associate Relationship Manager Nick Fazio, CFA, CPA article here. #financialplanning #financialadvisor #tech #tools
While meeting with clients in a face-to-face manner is preferred, there are a number of new technologies that enable Regent Peak Wealth Advisors to work effectively with clients across the country. Watch below and read here https://lnkd.in/gch8U4Db for more details as Kevin Manning, CFP®, Chief Financial Officer, and Nick Fazio, CFA, CPA, explain how it all works. #wealthmanagement #financialplanning #technologyinwealthmanagement
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With life expectancy increasing and the cost of living going up, longevity should be part of any sound financial plan. And that's exactly what the Raymond James Financial Institutions Division (FID) provides for our institutional clients. We empower institutions to have conversations about longevity with their clients and be able to provide the resources they need to make longevity a central part of their long-term financial plan. https://go.rjf.com/2ZkqdNd #RJFID https://lnkd.in/gWKWHMRY
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Helping Financial Advisors envision, plan, and execute successful independent transitions. | Recruiter | Lincoln Financial Network | 520-780-8559 | [email protected]
"Change is the law of life, and those who look only to the past or present are certain to miss the future." — John F. Kennedy ➡ Financial Advisors- When things are outside our control and change is inevitable; You have two options; you can fight and resist- or be proactive and take control of the situation. Our industry is ever-changing. Being captive, while change is occurring, can be scary. If you are concerned with changes at your firm or ready to break free, let's have a conversation. Shoot me a message or give me a call 📞 520-780-8559 #financialadvisors #financialplanners #changemakers #independentfinancialadvisor #LFG #LFN #LFA #LFS
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Assistant Professor, Financial Planning and CFP®/ChFC Program Director
Are you at the 2023 Financial Planning Association (FPA) conference? Do you want to hear about if/how you as an advisor can use #ChatGPT? Come check out Eric Ludwig, CFP® and my presentation at 2:15 where we will talk about this and discuss some best practices and #PromptEngineering that financial advisors can use.
Join our expert thought leaders, including Chet R. Bennetts, CFP®, CLU®, ChFC®, RICP®,CLF®, Eric Ludwig, CFP®, and David Blanchett at the 2023 Financial Planning Association (FPA) Annual Conference! This week, financial advisors, experts, and field leaders converge in Phoenix, AZ, for in-depth discussions on the latest industry developments and unmatched knowledge and networking opportunities. Learn more here: https://hubs.ly/Q023xxqd0 #financialservices #expandyouropportunities
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Seeing the value a trusted financial adviser can bring to you and your finances through challenging economic change
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Portfolio Management Director | First Vice President | Financial Advisor at Morgan Stanley
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Innovative Creative with a Passion for Exemplary Customer Experiences, Flawless Events, Accurate Tracking & Detailed Marketing Support
2wCongrats Kelly!