Crescent Capital Planning - Crunchbase Company Profile & Funding

Overview

Crescent Capital Planning

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Events

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Crescent Capital Planning

CB Rank

1041933

Crescent Capital Planning offers financial planning, investment management, and insurance solutions.

Founded

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Private

San Jose, California, United States

1-10

www.crescentcp.com

Financial Services

Insurance

Retirement

Risk Management

Key People

Chris Blodgett: Sr. Financial Planner & Founder

Details

Legal Name

Crescent Capital Planning LLC.

Operating Status

Active

Company Type

For Profit

Founders

Chris Blodgett

Phone Number

+1 408 352 5705

Contact Email

hello@crescentcp.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning

Crescent Capital Planning offers comprehensive financial planning services to help clients organize their financial lives and work towards their goals.

Investment Management

The company provides personalized investment management services, including portfolio construction and ongoing management, in partnership with Cetera Investment Management.