Broker Check
Napa Valley Wealth Management - St. Helena, CA

Team

Extensive qualifications, more than 60 years of combined experience, only a phone call away. Meet the team that can't wait to help you plan, build, and preserve your wealth.

 

Kelly Crane CFP®, CLU, CFA, MBA

President and Chief Investment Officer

(707) 963-5096 ext. 1

(707) 967-3085

Kelly combines more than 35 years of experience with the holistic planning of a CFP® and the quantitative analytics of a CFA. Our approach differentiates us from those who merely manage investments.

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A CFP® with more than 20 years of experience, Earl has a passion to help people steward their money in order to work toward their goals and dreams.

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Sara Aikman

Director of Client Relations & Operations

(707) 963-5096 ext. 1

(707) 967-3085

Our invaluable Client Services Manager, Sara has a deep commitment for exceptional service. Feel welcome to contact her first.

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Robert Mauer

Financial Services Coordinator

(925) 827-4393 ext. 4

(925) 691-5464

Our reporting guru, Robert assists the advisors in constructing complex and personalized financial plans, retirement plans, and investment reports that help you make smarter decisions today about your money.

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