100 North Cherry Street
For nearly two decades, the advisors at CRNA Financial Planning® have provided comprehensive financial planning and investment strategies to CRNAs across the country. The firm seeks to educate and inspire CRNAs to make informed financial decisions through education, communication, and service that exceeds their expectations.
As an independent consulting firm, CRNA Financial Planning® doesn’t have any proprietary products or conflicts of interest. Instead, the firm offers solutions and products based on the client’s individual needs. The firm is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation.*
Jeremy Stanley, CFP® founded CRNA Financial Planning® with the goal of guiding CRNAs through the complicated world of financial planning and providing them the strategies and tools that may help them pursue their financial goals. CRNA Financial Planning® understands that many CRNAs aren’t familiar with the financial planning and investment opportunities available and the firm seeks to help clients work toward their goals of financial independence. The firm always puts the client's interests first and upholds the highest level of ethics, objectivity, and professionalism.
Beyond working with CRNAs individually, the firm is active in the CRNA community. They have been the proud sponsor of the SRNA/CRNA Anesthesia Bowl for multiple years and are the benefactor of the CRNA Financial Planning “Financial Success Scholarship.”
*As reported in Financial Planning magazine 1996-2014, based on total revenues.