(888) 5WE-PLAN info@unique-planning.com

ABOUT US

Reference

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CO-FOUNDER & CLIENT SERVICE MANAGER
KATIE CRAWFORD

E: Katie@Unique-Planning.com
P: 888-593-7526 ext. 105

Katie brings a wealth of experience to the Unique Planning team with 17 years in the Title and Escrow industry. She left her last position on a high note after qualifying as one of the top Escrow officers in Santa Clara county for multiple years.

Katie joined forces with Paul in 2018 to realize their dream of independent business ownership. This also allows for more dedicated time to their growing family. As the Client Service Coordinator of Unique Planning, Katie’s role is crucial in helping to support Paul by keeping the office running smoothly and overseeing the administrative support. Her upbeat cheerful and diligent work ethic makes her a joy to work with.

Katie has a zeal for creating and loves to jump into a project that involves crafts, sewing, woodworking, etc. When she is not involved in a project, Katie also shares the joy of the outdoors with her family. At the top of the list, Katie is enjoying her latest adventure as a Mommy to son, James.

Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Derek Turnbull is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC.

Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Strategic Wealth Advisors Group and Unique Planning are separate entities from LPL Financial.
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Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
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Derek Turnbull | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0B01257
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Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

 

 

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