Team profile

Pacific Crest Planning - Mission & Values

Our mission - We are devoted to increasing clarity and confidence in our clients’ and community’s financial futures.

Our core values

  • Client-centered - Your financial life and needs are at the heart of everything we do. We take our relationship to you seriously.
  • Education - We help you make better financial decisions by providing credible information through regular workshops and seminars
  • Approachable - We are authentic, friendly, and non-judgmental. We are committed to creating an environment you feel comfortable in. We treat you with the respect you deserve.
  • Common sense - We give advice that you can understand. We help you understand and embrace your financial plan using language and terms that make sense to you.
  • Collaborative - Our entire team works for you. We work with other relevant professionals in the community to make sure you get the advice you need from qualified professionals.
  • Excellence - We strive to be the best advisors we can be for you. We are committed to practicing at the highest level of our profession for your benefit.