The Team

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.

Our Advisors

Dominick Anton

Dominick Anton

Financial Advisor

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Designations

CFP®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Education

California State University, Sacramento, BA Finance
CA Insurance #0H46215

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Our Staff

Pauline Cole

Pauline Cole

Client Service Specialist

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Qualifications

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

Jeanne Dendas

Client Service Manager

Assistant
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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