The people behind your plan — grounded in your values, built on direct relationships, and designed to evolve with your life.
Built to do this work differently.
In 2018, after more than 17 years in financial services — including a decade as a private financial planning professional — founder Chris Blodgett set out to build something different.
Motivated by a desire to move away from institutional sales quotas and standardized advice, he launched Crescent Capital Planning — a minority-owned, independent, fee-based fiduciary firm grounded in a simple belief: your financial decisions should align with your values and priorities, not someone else’s product menu.
Today, Crescent Capital Planning serves professionals nearing retirement or already retired — typically with $500K+ in savings and investments or $200K+ in annual household income — who prioritize retirement income planning and long-term wealth management. Based in Silicon Valley, we serve clients throughout the Bay Area and across the country.
As a boutique firm, you work directly with your advisor — not through a call center, a layered service model, or a rotating cast of associates. That direct relationship is the foundation of everything we do.
Crescent Capital Planning Team
