Ashley Crane has worked in the financial services industry since 2010.  She is dedicated to holistic financial planning and excellent client service. The right financial advice can help prepare you for whatever life brings.  When you work with Ashley, you receive: financial advice based on your goals & needs, personalized recommendations for a diversified portfolio, and regular meetings to review your goals, progress and investments.

Ashley holds the CERTIFIED FINANCIAL PLANNER^® certification, which is considered the standard of excellence for financial planners. CFP^® professionals must meet experience requirements, extensive training requirements covering 72 areas of financial skills, pass the CFP^® Certification Examination, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first. 

In addition to the CFP^® designation, Ashley holds Series 7 & 66 securities registrations. She holds a B.S. In Business Administration from Cal Poly, San Luis Obispo.

Ashley and her husband, Jeff, are both San Diego natives.  When they aren't carting their 2 kids to sports practices, they enjoy camping, spending time at the beach, and traveling.  Ashley deeply values her incredible community and looks for ways to give back whenever she can, either through the PTA or her favorite local organizations.