Terry Bradford-Crane, CFP® BradfordCrane Company
- Virtual, WA 98384
- (805) 407-1694
- pbagnpg@crnprbszvaqjnlcbvagf.pbz
- https://peaceofmindwaypoints.com/
About Terry Bradford-Crane, CFP®
Terry Bradford-Crane, MBA, CFP® is an investment adviser in the states of California and Washington. After graduating from the United States Naval Academy and an accomplished career as an EA-6B Prowler naval flight officer, she began her career as a financial adviser with Merrill Lynch in Oxnard, California. As a financial adviser and certified financial manager with Merrill Lynch, Mrs. Bradford-Crane managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning.
In August 2002, Mrs. Bradford-Crane left Merrill Lynch to devote more time to her rapidly growing family. She began BradfordCrane Company in August 2004. BradfordCrane Company LLC is a business platform that enables Mrs. Bradford-Crane to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the “art” of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals as a service to her community.
Her commitment to financial literacy is evident in her community involvement over the years as a volunteer and guest speaker for several advisory boards and mentoring programs. She has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct faculty member for the California Lutheran University MBA in Financial Planning Program. In addition to establishing the Kitsap Peninsula Financial Planning Study Group, she volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Ms. Bradford-Crane is a CFP® Certificant and a member of the Financial Planning Association of Puget Sound.
Recently Published
Financial Planning Waypoints During COVID-19: Be Your Own Protagonist
April 1, 2020April 1, 2020 What will you do? In between social media posts of Stephen A. “baby filter” rants, homeschool moms portrayed as legit superheroes, be-dazzled toilet paper memes, and biological weapon conspiracy theories, I came across an appropriate Venn diagram for us “science fiction/literary classic/”B” movie loving” type nerds in the world. What would I … Continue reading Financial Planning Waypoints During COVID-19: Be Your Own Protagonist →
It Is Always FAFSA Season!
October 4, 2019October 4, 2019 The FAFSA is the Free Application for Federal Student Aid. College applicants that want to apply for federal grants, work study or loan programs must complete the FAFSA. Between 1958 and 1992 federal legislation was passed to ensure that middle- and low- income families had access to loans and grant programs in … Continue reading It Is Always FAFSA Season! →
UTMAs: Are You Ready to Give Them Control? Are They Ready to Steward?
September 25, 2019September 24, 2019 “Tell your parents ‘Don’t worry about the price. It will be worth it. Don’t worry about debt; just accept the (college) offer!’” Yep, a college sophomore said it with her loud voice during a university “meet and greet” my daughter and I attended this past summer. Then there was a young woman … Continue reading UTMAs: Are You Ready to Give Them Control? Are They Ready to Steward? →
Fee Options
- Monthly Fee: $50+/mo
- Quarterly Fee: $150+/qtr
- Flat Fee: $250+/engagement
