About My Practice
CRAWFORD CAPITAL MANAGEMENT, INC., a Registered Investment Advisor since 1987, provides investment management and financial planning services. Our company operates without conflicts of interest in that we never accept commissions on any client transactions nor do we receive compensation from any third party source. We are compensated only by our clients and are paid on a fee-only basis. This structure allows us to be completely objective when managing our client's investments and making financial planning recommendations.
Our clients are: owners of businesses, professionals, trustees, IRA rollover recipients, retirees and inheritors. For all these people we provide a trusted, experienced, and professional service. We would like to provide that service for you, too. To learn more about CRAWFORD CAPITAL MANAGEMENT, INC., and how we can help you achieve your financial goals, please contact us.
Kevin Stone was raised in the suburbs of Chicago. At age 18 he sought the opportunity to live in San Diego and attend San Diego State University. He graduated, 1990, with a B. S. Degree in Business Administration. His focus while at SDSU was in the area of Financial Services and Real Estate. He says, "The Financial Services Major at SDSU was specifically targeted to provide the knowledge for someone wanting to help individuals/couples/families manage their personal finances. It was a great program. I felt lucky to have had the experience as many colleges did not offer such a tailored education in this area."
While at college he began his career, 1989, by working for a Fee Only financial planning company in La Jolla. After graduation he was offered a full time position. He says, "My title was Case Writer. I basically did all of the research for the comprehensive financial plans then organized the results into a nice easy to read report. The clients were really getting a great value. Unlike most of the industry, we weren’t selling any specific financial product. Our advice and planning was objective and right to the point."
Excited to have an increased role working directly with clients, Kevin decided to make a change. Timing was perfect as he was introduced to Lee Crawford, President of Crawford Capital Management, Inc. "We hit it off instantly. Lee specifically designed his company to eliminate all conflicts of interest with his clients. We spoke the same language. And still do. Twenty two plus years later we still enjoy helping our clients organize and fine tune their financial lives."
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.