Who We Are
Our Philosophy
We understand that our clients place their trust in us and we take our job seriously. We see ourselves as educators and partners to our clients. We won’t simply manage your money, we will take the time to dive deep into your financial matters in order to discover who you are and how we can best serve your financial needs through all stages of your life. You can be confident in your future when you choose to work with Crawford Wealth Management.
Who We Are
Glenn and Lorraine Crawford each have over 30 years of experience in the financial industry. After many years working for fortune 500 companies, they brought their experience together. Through the synergy of their partnership, they offer complete wealth management to their clients.
High net worth clients engage Glenn and Lorraine for their depth of knowledge, problem solving skills, and vast experience in the financial services industry. Clients may benefit from the Crawford’s access to quality asset managers and solutions, their attention to client needs, and the high-end service that they strive to deliver.
Glenn Crawford, CFP®, AIF® has advised high net worth clients in the investment management industry for 30 years. Glenn obtained his Certified Financial Planner (CFP) designation in 1994. CFPs are held to the highest of standards when it comes to ethics and professional responsibilities, are required to place client needs ahead of their own, and act as a fiduciary for the client. The designation allows him to focus on global wealth planning needs for his clients including investment and insurance planning, employee benefits and retirement planning, and asset protection and tax planning. Glenn holds the Series 7, 9, 10, 63, and 65 Securities Licenses held with LPL Financial, the California Life, Accident and Health Insurance licenses, as well as the Accredited Investment Fiduciary (AIF) designation.
Lorraine Crawford, an LPL Registered Administrative Associate, has worked with wealthy clients for over 30 years. Her primary focus is assisting wealthy clients in support of their global financial needs. She focuses on supporting Glenn with trust and estate planning in conjunction with financial planning. Additionally, she holds the Series 7 and 63 Securities licenses through LPL financial.
The Crawford’s have close working relationships with their clients that are strongly based on partnership and trust. By customizing investment portfolios and creating comprehensive financial plans for their clients, they help them pursue their financial goals. Together they strive to provide a white-glove experience for clients ensuring the advice and services provided work toward their financial goals on an ongoing basis.
Glenn and Lorraine have lived in Agoura Hills for 24 years. They have two adult sons, one of which is an aerospace engineer and the other a real estate development manager. Glenn is an active outdoorsman and enjoys mountain biking, hiking, fishing, water skiing, and snow skiing. He is also on the Board of The Porsche Club of America Santa Barbara Region where he is Autocross Chair. Lorraine serves on the Board of Ambassadors for The Boys and Girls Club of the Greater Conejo Valley, and formerly the Multiple Sclerosis Society Southern California Chapter. In her spare time, Lorraine enjoys traveling, hiking, and spending time with her family.