Kelly Crane
Helping individuals and families achieve financial independence through personalized planning and strategic tax management.
- Role
- Senior Vice President and Financial Advisor at Wealth Enhancement
- Location
- St Helena, CA, US
- LinkedIn followers
- 500 followers
About Kelly Crane
Senior Vice President and Financial Advisor of the InConcert Napa Valley Team, Wealth…
Experience
Senior Vice President and Financial Advisor
Jun 2022 — Present · St Helena, CA, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.For a list of states in which I am registered to do business, please visit
Education
Cal State East Bay- College of Business & Economics
MBA, Finance
1985 — 1988
California State University - East Bay
Business Administration, Finance
1980 — 1984
Skills
- Business Tax Planning
- Leadership
- Financial Planning
- Inheritance Tax Planning
- Securities
- Public Speaking
- Estate Planning
- Investment Management
- Investment Portfolio Design
- Personal Tax Planning
- Non-Profit Volunteering
- Financial Analysis
- Investment Advisory
- Tax
- Investments
- Certified Financial Analyst
- Finance
- Investment Policy Statements
- Insurance
- Small Business Financial Management
- Cash Flow
- Financial Services
- Wealth Management
- Charitable Gift Planning
- Asset Protection
- Strategic Financial Planning
- Certified Financial Planner
- Asset Allocation
- Portfolio Management
- Nonprofit Consulting
- Personal Financial Planning
- Retirement Planning
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