William Henry Crew III serves clients by guiding them through the many facets of financial planning with dedication, care, and attention to detail. Since 1993, he has helped individuals, families, and business owners build long-term strategies through a planning-first approach that reflects his deep commitment to relationships and community.

William Henry is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Certified Exit Planner (CExP®), Certified Exit Planning Advisor (CEPA®), and Chartered Life Underwriter (CLU®). He earned both his undergraduate degree and MBA from California Polytechnic State University, San Luis Obispo (Cal Poly), where he has also served as a teacher and mentor.

He is a member of Ed Slott’s Elite IRA Advisor GroupSM, a select network of advisors who receive ongoing, advanced training in retirement distribution planning. Membership involves rigorous education, ongoing workshops, and direct access to Ed Slott’s team - known nationally as a leading resource for IRA and retirement planning knowledge. This allows William Henry to stay current on changes in tax law and retirement strategies, equipping him to serve his clients and their families with timely, relevant guidance.

Beyond his professional designations, William Henry has contributed to the San Luis Obispo community for decades through leadership in various organizations, advocacy for families and education, and charitable foundations that reflect his belief: “You make a living with what you do, you make a life with what you give.”

Outside the office, William Henry is an avid traveler and outdoorsman. Together with his wife, Sue Bradley of New Zealand, he has explored much of the world. He enjoys hiking, mountain biking, backpacking, and spending time by the sea. Most of all, he values time with his adult children - whether through shared adventures abroad or family traditions close to home.