Stephen Crabb
Wealth Advisor
- Role
- Wealth Advisor at Mercer Advisors
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Stephen Crabb
Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
Wealth Advisor
Mar 2023 — Present
Education
George Fox University
Bachelor's Degree, Interdisciplinary Studies: Business Administration/Music
Portland Community College
Associate's Degree, Music Performance
Skills
- Saving for Education
- Risk Management
- Efficient Tax Strategies
- Personal Financial Analysis & Solutions
- Gifting Strategies
- Inheritance Tax Planning
- Asset Management
- Insurance Assessment
- Personal Budgeting
- Strategic Financial Planning
- Insurance
- Investment Advisory
- Investment Portfolio Design
- Estate Planning
- Retirement Planning
- Investment Analysis & Selection
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