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Empowering Busy Professionals And Small Business Owners To Gain Clarity, Confidence, And Direction In Making Smart Financial Decisions. Our Core Purpose Is Your Money, Your Design™
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What Sets Us Apart?
It’s simple. We always put YOU first.

When you work with Crescent Capital Planning, you receive high-end boutique Fiduciary Financial Planning, Investment, and Insurance services with the backing of a longstanding track record in the markets. To us, you’re not just another client or account number like at larger firms, you’re family!

Crescent Capital Planning maintains a Planning-First ethos as the bedrock of engaging with our client-partners. As an independent fee-based firm, we seek to empower clients to navigate where money and values intersect. We believe our clients are our business, without the pressure of meeting ongoing "sales-quotas." Enhanced with the power of top-rated digital technology tools, we efficiently work together to foster clarity and confidence in making wise financial decisions.

OUR SERVICES
Financial Planning
Crescent Capital Planning leverages technology in our financial planning process to mitigate risk and achieve the best possible results. There’s no guesswork.

Investment Management
Crescent Capital Planning understands how to navigate financial markets and how to safeguard your assets.

Risk Management
The bedrock of a well-thought-out financial plan is insurance. Insurance is like the foundation of a house; if there are cracks, eventually the house will fail. We work closely with insurance advisors who can help you address any gaps you have in your insurance coverage.

Tax Planning & Estate Planning
You can’t take it with you when you go, but you sure should be able to keep as much as you can in your pocket while you’re here! We’ll help you reduce your overall long-term tax burden, create tax-efficient drawdown strategies in later years, and transfer wealth seamlessly to beneficiaries.

PEOPLE. PROCESS. PARTNERSHIP.

MEET CHRIS

Chris Blodgett, AIF®
Chris Blodgett started his career in financial services over 20 years ago upon moving to the South Bay Area. While attending college he began working...
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