UNIQUE PLANNING - Key Persons
Job Titles:
- CLIENT SERVICE MANAGER
- CO - FOUNDER
Katie brings a wealth of experience to the Unique Planning team with 17 years in the Title and Escrow industry. She left her last position on a high note after qualifying as one of the top Escrow officers in Santa Clara county for multiple years.
Katie joined forces with Paul in 2018 to realize their dream of independent business ownership. This also allows for more dedicated time to their growing family. As the Client Service Coordinator of Unique Planning, Katie's role is crucial in helping to support Paul by keeping the office running smoothly and overseeing the administrative support. Her upbeat cheerful and diligent work ethic makes her a joy to work with.
Katie has a zeal for creating and loves to jump into a project that involves crafts, sewing, woodworking, etc. When she is not involved in a project, Katie also shares the joy of the outdoors with her family. At the top of the list, Katie is enjoying her latest adventure as a Mommy to son, James.
Job Titles:
- Associate With
- CLIENT SERVICE ASSOCIATE
Michelle Maselli is a Client Service Associate with Unique Planning. She most recently worked at Turnbull Insurance for 16 years assisting clients with their employee benefits, insurance and financial services administration. Previously she worked at Bankers Benefits, an administration company for the California Bankers Association. She has also been the Office Manager at Bridge's, a restaurant in Danville, CA.
Paul Crawford, CRPC®, AIF® graduated from California Polytechnic State University - San Luis Obispo, with a BS in Business Administration, a concentration in Marketing and a minor in Economics. Paul discovered his passion in finance early on in his career and finds great joy in providing education to his clientele. He understands the need for a customized plan for unique individuals and businesses.
With that in mind, Paul has built a Team of resources, over the years, to provide diversity to his clients' portfolios. Paul brings 15 years of experience in the financial industry, having worked at Woodbury Financial, Ameriprise Financial and Lincoln Financial prior to becoming the founder and CEO of Unique Planning. Originally from Walnut Creek, Paul currently resides in Danville, CA with his wife and partner Katie, their two-year-old son James and their fur-baby Metzger.
Paul is involved with several organizations such as the serving on the investment committee for The Masons at Acalanes Lodge and as a former Treasurer/Member of the Board at the Down Syndrome Connection of the Bay Area. When he is not spending time helping clients, Paul thrives on being with his family, outdoor adventures and can occasionally be found on the golf course or on the slopes of Tahoe.
Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.
Job Titles:
- Registered Representative
Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.