Gregory Crofton, CFP<sup>&reg;</sup> - Financial Advisor

Gregory Crofton, CFP®

EA, MBA

Wealth Advisor & Tax Advisor

Adap Tax Financial, Inc.

4725 First Street, Suite 275
Pleasanton, CA 94566
FINANCIAL ADVISOR'S WEBSITE
(925) 218-2301 CONNECT WITH Gregory
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General

Gregory Crofton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Adap Tax Financial, Inc. in Pleasanton, CA and the surrounding communities.

Financial Advisor Experience

A financial professional since 2004 & founded Adap Tax Financial, Inc. in 2005 to serve the financial needs of individuals and small businesses. I am a CFP(R) professional and Enrolled Agent who specializes in helping you achieve the maximum after-tax benefits from your financial decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Cross-border Planning, Business Taxes, Estate Planning, Investment Management, Disaster Recovery, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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