RS Crum, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
RS Crum, Inc. is a Newport Beach, California-based financial services firm that provides fee-only financial planning and investment management. The firm emphasizes objective, fiduciary-style guidance to help clients manage, grow, and protect their assets during their working years and into retirement, offering more than basic investment advice through a personalized approach. Its team includes Certified Financial Planners® and operates with a client-first ethos that prioritizes serving clients over selling products. Founded more than four decades ago, the firm situates itself in the professional services segment of the financial industry, aiming to support individuals seeking comprehensive financial direction. The organization serves a small professional team within a local market, focusing on delivering tailored financial strategies and ongoing planning services.