Crumley & Associates

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Team

Pauline Cole

Pauline Cole

Client Service Specialist

Qualifications

  • Notary Public
  • CA Ins Lic # 0F45940
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Jeanne Dendas

Jeanne Dendas

Client Service Manager,

Assistant

Roles & Responsibilities

  • Process, audit and submit paperwork
  • Client meeting preparation and follow up
  • Point of contact for clients and day to day support for advisor practice
  • 10 years of financial service industry experience
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Gerardo Vergara

Gerardo Vergara

Paraplanner

Heather Tan

Heather Tan

Client Service Specialist