CoverProfile

Alex Crane

Director, Associate

Crane & Associates Financial Planning

United States, California, Orange County

About Me

Alex Crane is responsible for the financial management of the firm, investment research and analysis, and advisor support. Before joining Crane & Associates, Alex worked as an independent financial analyst working with startups, and he also owned and operated a restaurant for several years. Previously he worked as an investment banking analyst at UBS Securities in the Financial Institutions Group where he was responsible for financial analysis, valuation and modeling. Alex holds a B.S., Magna Cum Laude, from the University of Southern California in Business Administration with a concentration in Finance. Alex holds the Series 66 and 7 securities registrations.

Profile Information

Director, Associate

Crane & Associates Financial Planning

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Orange County

California

United States

Sep 9, 2024

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