Biography for Terry Bradford-Crane
Terry Bradford-Crane is an investment adviser in the states of California and Washington. She graduated from the United States Naval Academy in 1990 with a Bachelor of Science degree in Political Science. In 1998, after her accomplished career as an EA-6B Prowler naval flight officer, she relocated to Southern California and 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 for clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning.
Ms. Bradford-Crane is the owner of BradfordCrane Company LLC, a comprehensive financial planning firm that she established in 2004 as a business platform that enabled her to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development, and provide pro bono financial planning advice to organizations and individuals as a service to her community. Ms. Bradford-Crane is a member of the Financial Planning Association of Puget Sound. Over the years she has been a guest speaker for several advisory boards and mentoring programs. She is a CFP® Certificant, has a Master of Business Administration (Financial Planning) from California Lutheran University and is an adjunct professor for the California Lutheran University MBA in Financial Planning Program. In addition to establishing the Kitsap Peninsula Financial Planning Study Group, occasionally she moderates financial planning webinars for the Financial Planning Association, and is the owner and editor of PeaceOfMindWaypoints.com, a financial planning topics focused blog that serves as a source of encouragement for readers as they work toward “personalized financial missions anchored by who they love, what they value, and personal priorities.”