Hi there! My name is Chris Blodgett, and I've been working in financial services for over 25 years. I got my start in the industry while attending college, working at different financial institutions, and learning the ropes of retail financial services. In 2008, I became licensed and registered with CUNA Mutual Group, focusing on providing clients with alternative banking solutions.
However, I wanted to deepen my client engagement and provide more comprehensive financial planning services. That's why I established my practice, Crescent Capital Planning. We aim to help individuals, families, and small business owners organize their finances and provide tailored advice to meet their needs.
My passion for financial planning stems from seeing my family members struggle with financial issues and from witnessing how the 2008 economic downturn affected those around me. That's why I believe in starting with education first. I focus on retirement planning, risk management, investment strategy, non-traditional alternatives, and values-based investing ideals.
I graduated from San Jose State University with a B.S. in Business Administration with an emphasis in Finance and a Financial Planning certificate from the University of Santa Cruz. I currently hold the Series 6, 7, 63, and 66 securities registrations, as well as the California Life, Health, Annuity, and Long-Term Care Insurance licenses.
When not working with clients, I enjoy watching movies, working out, volunteering, traveling, listening to self-improvement podcasts, and spending quality time with friends and family.
