Robert (Bob) Crawford CFP®, MBA

Wealth Manager

Bob has enjoyed more than 20 years of experience in the financial industry as a Registered Representative and a Financial Consultant.  During this period of time, Bob has worked closely with business owners, retirees, performers, and other investors, offering tailored strategies to manage their financial future and retirement plans.

A native Californian, Bob grew up in Orange County, graduating from Foothill High School in 1971. After graduation, Bob was awarded a Naval ROTC Scholarship, attending the University of Southern California, where he graduated in 1975 with a Bachelor of Science Degree in Business Administration.  On the same day, Bob was commissioned as an Ensign in the United States Navy.

Bob immediately began his active duty in the United State Navy, where he served for six years.  While in the Navy, Bob earned his Naval Flight Officer Designation and was subsequently stationed at Patrol Squadron ONE Barbers Point, Hawaii.  During his time in the Navy, Bob, among other accomplishments, commanded a 13 man antisubmarine patrol squadron aircraft and aircrew.  After leaving active duty in 1981, Bob continued his military service in the Naval Reserve, where he was attached to Patrol Squadron SIXTY FIVE stationed at Pt Mugu, California.  Annual two week deployments took Bob to locations while in the Reserves such as: Japan, Philippines, Bermuda, and Panama Canal Zone, and included commanding a 40 person Naval Reserve Augment Unit deployed aboard the USS Abraham Lincoln CVN-72

Professionally, Bob started with Lockheed-Martin and served as a Program Coordinator for the F-117 Stealth Fighter Program.  While working on the top secret F-117 Program during the normal work day, Bob spent his evenings and weekends pursuing a master degree at Pepperdine University. In 1986, Bob received a Master Degree in Business Administration from Pepperdine University.  Bob left Lockheed-Martin in 1996 to pursue his career as a financial advisor.

Bob actively maintains the following license and registrations:

  • CERTIFIED FINANCIAL PLANNER™
  • Registered Tax Preparer, CTEC ID #A000234
  • Investment registrations including the Series 7 held with LPL Financial and the Series 65 held with U.S. Financial Advisors.
  • California Resident Insurance Producer license #0648995

Bob served as an adjunct faculty member at Glendale Community College, where he has taught a financial strategies course for a number of years. He is also a member of his church’s Board of Directors and is a Certified Flight Instructor.

He resides with his wife Renee in Pasadena and they have two married sons and three grandsons.

Tom Fletcher CFP®

Director of Investment Strategy
781-884-2350

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading.  As Director of Investment Strategy for U.S. Wealth Management, Tom’s key responsibilities include identifying investment opportunities, determining strategic asset allocation, monitoring investment performance, and communicating investment theses to the firm's advisors.

Throughout his career he has held various leadership positions. Prior to joining U.S. Wealth in 2013, Tom spent 23 years as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sector. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for providing profitable trading ideas and implementing successful trading strategies.

Tom also spent three years in institutional sales trading covering large Boston asset managers as an Associate Director at Macquarie Capital, and as a Vice President at Piper Jaffray. At both firms he provided trading guidance and worked closely with a global research team to generate profitable investment ideas for his clients.

Tom’s education includes a Bachelor of Arts at Gordon College and Boston University’s Center for Professional Education Financial Planning Program.  Tom is a CERTIFIED FINANCIAL PLANNER.

 

* Thomas Fletcher is not affiliated with U.S. Wealth Crawford.