Crescent Capital Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 2033 Gateway Pl Ste 552, San Jose, CA 95110
- Phone
- (408) 352-5705
- Website
- crescentcp.com
- County
- Santa Clara County
Hours
- Monday: 9:30 AM–5:30 PM
- Tuesday: 9:30 AM–5:30 PM
- Wednesday: 9:30 AM–5:30 PM
- Thursday: 9:30 AM–5:30 PM
- Friday: 9:30 AM–5:30 PM
- Saturday: Closed
- Sunday: Closed
About
Crescent Capital Planning brings personal, plain-language financial planning to San Jose and the South Bay. We help families and individuals with investing, retirement savings, life insurance and the major money decisions that come with buying a home.
Our approach starts with listening closely to your goals, then explaining every step in clear terms so you always know where things stand. Clients often tell us how patient, responsive and attentive we are, and we take that seriously in every meeting.
Many of the people we work with have stayed with us for years and have since referred family and friends, which means a lot to us. We're glad to help you chart a path toward whatever you're working toward, whether you're just getting started or refining a plan you already have.
Book a consultation through our booking page, or reach out and we'll find a time that works for you.
Our approach starts with listening closely to your goals, then explaining every step in clear terms so you always know where things stand. Clients often tell us how patient, responsive and attentive we are, and we take that seriously in every meeting.
Many of the people we work with have stayed with us for years and have since referred family and friends, which means a lot to us. We're glad to help you chart a path toward whatever you're working toward, whether you're just getting started or refining a plan you already have.
Book a consultation through our booking page, or reach out and we'll find a time that works for you.