William Henry Crew III has earned a reputation for delivering excellence as a financial services professional and as a leader within the San Luis Obispo community. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant (ChFC®), and holds an undergraduate degree and an MBA from California Polytechnic State University (Cal Poly), where he has also worked and taught.
As an Executive Council Member with broker/dealer LPL Financial, William Henry maintains an elite status and ranks in the firm’s top 2% of advisors among more than 16,000 independent financial advisors based on gross production. He has served his community through numerous organizations throughout the years and is a strong advocate for families and education.
Beyond his accomplishments, William Henry is the lifeblood of William Henry Crew III Wealth Management Group, the firm he founded in 1993. Under his leadership and guidance, the business has become a trusted community resource that raises the bar for professional ethics and integrity. The organization reflects his personality as it serves hundreds of local “friends,” contributing to their success through the foundational pillars of preparation, commitment, expertise and care.