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Kelly Crane

Senior Vice President, Financial Advisor

CFA®, CFP®, CLU®

Office Information

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Contact Kelly

(707) 963-5096 kcrane@wealthenhancement.com

Team Office

Kelly’s Locations

1127 Pope Street Suite 101
St. Helena, CA 94574
(707) 963-5096
1850 Mt Diablo Blvd STE 100
Walnut Creek, CA 94596
(925) 658-5500
6333 Potrero Ave, Suite 200
El Cerrito, CA 94530
(510) 235-1044
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About Kelly

With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.

These qualities and Kelly’s overall wealth management ideology make him a great addition to the Wealth Enhancement Group team. He joined Wealth Enhancement Group in 2022 through the Napa Valley Wealth Management acquisition.

Outside of work, Kelly is a member of numerous charitable Bay Area boards, clubs, trusts, and associations. He’s also an avid fisherman who enjoys scuba diving, sea kayaking, mountain biking, and bocce ball.

Kelly services clients at the St. Helena, Walnut Creek - East Bay and El Cerrito offices.

Education

  • BS, Business Administration, Accounting and Finance, California State University at Hayward
  • MBA, Finance, California State University at Hayward

Additional licenses and designations

  • CA Insurance License #0668025

Awards & Recognition

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2023

Forbes Best-In-State Wealth Advisors (2023)

Forbes

The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 4/4/23 for the one-year period ending June 30th of the previous year.

  1. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  2. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  3. The Forbes Best-in-State Wealth Advisors ranking is awarded based upon criteria including in-person interviews, industry experience, compliance records, revenue production, and assets under management. Awarded on 4/4/23 for the one-year period ending June 30th of the previous year.

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Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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