William Crew is a CFP® professional with over 32 years of experience in the financial services industry. He is the principal advisor at Crew Wealth Management, a firm he has led since 2004, and has also been affiliated with LPL Financial since 1999. In addition to his advisory work, he teaches at Cal Poly University. Crew Wealth Management provides financial planning and consulting services primarily to business owners, individuals, families, and various business entities. The firm focuses on written financial plans and ongoing retainer engagements without managing client assets, emphasizing fundamental research and long-term investment strategies using mutual funds and ETFs.

Joshua Fowler is a CFP® with three years of industry experience, currently serving as a financial advisor at Crew Wealth Management in San Luis Obispo, CA. He has worked at Crew Wealth Management since 2022 and has also been affiliated with LPL Financial, LLC during this period. Crew Wealth Management provides financial planning and consulting services to business owners, individuals, families, and various business entities. The firm focuses on written financial plans and ongoing retainer services without managing client assets, emphasizing fundamental research and long-term investment strategies using mutual funds and ETFs.