Broker Check
Napa Valley Wealth Management - St. Helena, CA
Kelly Crane CFP®, CLU, CFA, MBA

Kelly Crane CFP®, CLU, CFA, MBA

President and Chief Investment Officer

With more than 30 years of experience and a Chartered Financial Analyst (CFA) credential, Kelly is highly skilled in quantitative methodologies for analyzing securities. He was also one of the first advisors in the Bay Area to bring the tactical analysis of large, institutional investors to individual clients. 

His core competency is developing and managing portfolios that help pursue a target return without taking more risk than necessary. Kelly believes wholeheartedly in tactical investment strategies that are logical, well thought out, and remove emotion from the decision-making process.

Kelly's integrated wealth management approach is what differentiates him from advisors and brokers who only invest. As a CFP®, Kelly invests each client's portfolio from a comprehensive financial planning approach, taking into account their cash-flow needs, tax picture, and personal risk tolerance to ensure their investments match their risk and return objectives. Read more about Kelly's wealth management philosophies.

"We offer truly personalized wealth management, " Kelly explains. "Each person's financial situation is unique. Everyone has their own goals for what they want their money to do for them and their own risk tolerance. There are no standardized, cookie-cutter solutions. We don't want to sell products; we want our clients' money maximized for their benefit."

With $213 million in assets under management and 302 clients throughout Northern California, his firm strives to be consistently ranked high in satisfaction with its clients.

Active in the East Bay and Napa Valley communities, Kelly is a member of the St. Helena Chamber and Schools Foundation Endowment Trust Board, the Clayton and St. Helena Rotary Clubs, the Concord Optimist Club, and the East Bay chapter of the Financial Planning Association.

Kelly's not all work and no play. He's an avid fisherman (just ask him about Washington, salmon, or abalone) who enjoys scuba diving, sea kayaking, mountain biking, and bocce ball. 

Kelly is also a frequent guest speaker at meetings and educational events throughout Northern California and online. 

KELLY F. CRANE, MBA, CFP®, CFA, CLU
Education:

  • California State University at Hayward – BS Business Administration, Accounting, and Finance Options, 1984
  • College for Financial Planning – Certified Financial Planner™, 1987
  • California State University at Hayward – MBA Finance,1988
  • Institute of Chartered Financial Analysts – Chartered Financial Analyst, 1991
  • The American College – Chartered Life Underwriter, 1994
  • Series 7, 24, 63, 65 Securities Registrations held through LPL Financial
  • CA Insurance License # 0668025

Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return.

Like to speak with Kelly? Feel welcome to schedule a complimentary consultation.

Consultation with Financial Advisor Kelly Crane