Crescent Capital Planning Llc

Crescent Capital Planning is a planning-centric financial planning firm focused on helping clients navigate where money and values intersect. The firm combines comprehensive financial planning with disciplined investment management and thoughtful retirement planning to support confident, intentional decision-making. The practice primarily serves successful professionals and first-generation wealth builders who are often balancing career growth, family priorities, and a desire for meaningful experiences. Clients are typically in the accumulation and pre-retirement phases of their journey and seek to reduce financial stress, increase clarity, and make informed choices around both their current lifestyle and long-term retirement goals. Crescent Capital Planning emphasizes a planning-first approach, using modern digital tools to collaborate efficiently while maintaining a long-term, relationship-driven perspective. Advice is designed to adapt as life evolves, supporting key transitions over time. Areas of focus include: Project-based and ongoing financial planning Disciplined investment management Retirement planning and income strategy Insurance planning (life, disability, long-term care) For additional information: We welcome the opportunity to meet with you in a complimentary introductory meeting to get to know each other and see if the firm is right for your needs. Securities and Advisory services are offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC - CA Insurance Lic.#0I32305), member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 2033 Gateway Pl, Ste 500 • San Jose, CA 95110 • 408.352.5705 • CA Insurance Lic.#0G29644