Brian Crawford, CFP

®

Managing Director, Owner

Experience

Brian has been an investment advisor for over 25 years. His approach is to truly listen to clients and then work with them to develop and implement strategies for building wealth. This dedication to providing objective, timely financial advice and guidance earned Brian recognition as one of Barron’s Top 1,200 State By State Advisors in America for (2019-2023.*)

Education

Brian earned his BA in Business Administration at the University of Arizona.

Other Interests

Brian lives in Oro Valley with his wife Liza and their two children Cooper and Addison. He and his family love skiing in the winter and enjoying the mountains in the summer. Brian is also a dedicated golfer and enjoys regular rounds on the weekends. As a Tucson native, Brian has a passion for University of Arizona sports and attends most home basketball and football games for the Wildcats.

*2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 – Sept. 2022 (Source: Barrons.com).*2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020 – Sept. 2021 (Source: Barrons.com).  2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2019 – Sept. 2020 (Source: Barrons.com).  2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron’s based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com).  2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 – Sept. 2018 (Source: Barrons.com). Fee paid for use of marketing materials.  The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

CA Insurance License Number 0D40361. Resident State AZ.