Broker Check

Alumni Hall of Fame

Crew Wealth Management has been a supporter of the greater San Luis Obispo community and its education for over 15 years. We regularly employ a student intern from Cal Poly, giving a bright young student unique exposure to the industry. There have been many successful people to pass through the position, and we are gratified to have played a role in their achievement. This internship program has proven to be an invaluable start to many prosperous careers, and we at Crew Wealth Management are thrilled to see these alumni thrive in many different career paths.

Tony Delumen is a former Crew Wealth Management student intern that has parlayed the skills he acquired into a successful career as a Broker and Investment Advisor in Walnut Creek, California. Jason holds multiple FINRA licenses and assists clients in reaching their goals for a financially secure future. Tony is licensed to sell insurance, in part to provide more comprehensive financial planning for his clients. While at Crew Wealth Management, Tony gained industry experience and invaluable knowledge to jump-start his career. Tony has always starred in client relations and we are excited to see him using those skills within the industry.


Jason Goelz owns and operates a successful winery in the heart of the Silicon Valley. After working in various consulting and analyst positions for major corporations, Jason decided to follow his passion and pursue a career in winemaking. He launched the winery in 2008, and the business has expanded each year to garner sales all over the country, with plans to expand internationally in the near future. Jason worked as a student intern for Crew Wealth Management while pursuing his degree at Cal Poly, and has used his unparalleled passion, drive, and meticulous attention to detail in building a successful business. We are proud to have Jason as a Crew Wealth Management Hall of Famer!


Latest Market Commentary Sign Up



The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative and securities offered through LPL Financial, member FINRA/SIPC. Madeline Alcorn, CA Insurance License #0K84677 is a Registered Assistant and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity of LPL Financial.

Investment Advice offered through Crew Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WI, WY.