Crescent Bay Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Crescent Bay Advisors, Inc. operates in the financial services sector as a multi-family office and consulting practice. Headquartered in Corona Del Mar, California, it serves high-net-worth individuals, families, and private foundations with tailored financial-management solutions. Its service offering spans tax planning, estate planning, investment guidance, charitable planning, and risk management, all delivered alongside fully integrated business management and personal accounting support.

The firm focuses on coordinating complex personal and family financial needs within an integrated framework, addressing planning and governance challenges common to affluent clients. As a relatively small to mid-sized team, Crescent Bay Advisors operates with a locally oriented footprint in the financial services landscape.

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