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 18 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 Co-founder Katie and their five-year-old son James.

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.