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ABOUT US

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FOUNDER & LEAD PLANNER
PAUL CRAWFORD, AIF®, CpfA, CRPC®

Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289

E: Paul@Unique-Planning.com
P: 888-593-7526 ext. 106

PROFESSIONAL DESIGNATIONS & AFFILIATIONS:
Accredited Investment Fiduciary® – AIF®
Certified Plan Fiduciary Advisor – CPFA
Chartered Retirement Planning Counselor (SM) – CRPC®

AREAS OF FOCUS:
Comprehensive Financial Planning
Wealth Management
Business Retirement Plans (401k, Defined Benefit, etc.)
Business Health Benefits (Medical, Dental, etc.)
Business Succession Planning

Paul Crawford, AIF®, CPFA, CRPC®, graduated from California Polytechnic State University – San Luis Obispo, with a BS in Business Administration, a concentration in Marketing and a minor in Economics. Paul discovered his passion in finance early on in his career and finds great joy in providing education to his clientele.  He understands the need for a customized plan for unique individuals and businesses.

With that in mind, Paul has built a Team of resources, over the years, to provide diversity to his clients’ portfolios. Paul brings 16 years of experience in the financial industry, having worked at Woodbury Financial, Ameriprise Financial and Lincoln Financial prior to becoming the founder and CEO of Unique Planning. Originally from Walnut Creek, Paul currently resides in Danville, CA with his wife and partner Katie, their three-year-old son James and their fur-baby Metzger.

Paul is involved with several organizations such as serving on the investment committee for The Masons at Acalanes Lodge and as a former Treasurer/Member of the Board at the Down Syndrome Connection of the Bay Area. When he is not spending time helping clients, Paul thrives on being with his family, outdoor adventures and can occasionally be found on the golf course or on the slopes of Tahoe.

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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