Alan Crosby

About Alan Crosby

We work with families and small business owners to prudently preserve, grow, and…

Experience

1. Financial Advisor - Partner

   Crosby Capital Advisors, Llc

   Jan 2020 — Present

   Visit us online at Our Northern California wealth management firm has been guiding clients with sound financial advice for over 30 years. We help our clients preserve the wealth they have worked to accumulate, cultivate new growth, and plan for life\'s questions based on a thorough understanding of their financial world. Client relationships are at the very core of our business approach. Knowing and understanding our clients\' needs, who they are as people, and what is important to them, is critical to a successful working partnership. In fact, asking the client to describe what they are concerned about and what is important to them is where our client relationships begin. Taking this time when meeting with the client has become a hallmark of our approach to finding and maintaining solutions to fit their needs. Our goal: Apply experience and objective, competent advice to each client\'s world in a thoughtful and caring manner. In other words, like we would hope to be served. We pride ourselves on our industry knowledge and passion for service excellence. We understand that you want to grow capital, save taxes and be able to leave your assets to those you care about. By providing you with competent, relevant, and timely financial information, we believe you will be able to make prudent financial decisions to cultivate growth and preserve your wealth. Registered Representative CA Insurance: 0I64477

Skills

• Business Strategy
• Entrepreneurship
• Non-Profits
• Finance
• Personal Finance
• Financial Advisory
• Small Business
• Strategy
• Fundraising
• Investments
• Business Development
• Business Planning
• Retirement Planning
• Wealth Management
• Start-Ups