Crane has more than 30 years of experience in retirement planning and financial services. As senior consultant and service team leader, he advises clients with the firm’s plan design and consulting services. Additionally, he will lead the service team to Cafaro Greenleaf’s senior retirement plan adviser partners throughout the U.S.
“We are thrilled to welcome Gary to our growing service team,” says Jamie Greenleaf, Cafaro Greenleaf lead adviser and principal. Crane also has third-party administrator (TPA) experience and in regional sales. “Gary will play a key role in leading the service team as we strive to continually innovate our industry, exceed client expectations, and achieve a dignified retirement for our plan participants,” Greenleaf adds.
“I’m extremely excited about the opportunity to join this growing firm as they continue to add advisers nationally, and to deliver to clients the brand of expert advice, unequaled experience, and service excellence they are widely known for,” Crane says.
Crane is an investment advisory representative (IAR) who holds FINRA Series 7, 63, and 65 licenses as well as the accredited investment fiduciary (AIF) designation awarded by fi360.