Terry Bradford-Crane, MBA, CFP® began her career as a financial adviser and certified financial manager with Merrill Lynch in 1998 where she managed a multi-million dollar book of cash and securities for high net worth individuals and businesses. She regularly performed individual financial plan presentations to clients and developed and implemented financial planning strategies for cash and debt management, education planning, retirement planning, risk management, tax planning and estate planning. In August 2004 she established BradfordCrane Company to be a business platform to educate individuals on investment topics, inspire investors to reach for their own financial independence, deliver presentations on portfolio development and the “art” of selecting an appropriate financial advisor, and provide pro bono financial planning advice to organizations and individuals. Over the years she has been a guest speaker for advisory boards and mentoring programs, an adjunct faculty member, a track coach, a Girl Scout Leader, a Boy Scout USA Merit Badge counselor, a TaeKwonDo mom, competitor, and instructor, and a volunteer for several other “sports/volunteer/community-mom” activities. In addition to her practice, she is co-owner and financial officer of Allied Approach Group, an aviation test and evaluation firm that provides aircrew, engineering, and technical flight consulting services to the experimental flight test community. Terry earned her Master of Business Administration (Financial Planning) degree from California Lutheran University. She is committed to enhancing the financial literacy of her clients and her community. She volunteers for the Foundation for Financial Planning and is the owner and editor of PeaceOfMindWaypoints.com. Terry is a CFP® professional and a member of the Financial Planning Association of Puget Sound.
BradfordCrane Company Code of Ethics
BradfordCrane Company:
- Is committed to providing advisory and comprehensive financial planning services with the utmost candor, honesty, and compassion.
- Will maintain objective perspective as a trusted advisor in the client’s quest for financial empowerment by providing opportunities for client education in the advisory process and pursuing client financial goals and objectives.
- Will endeavor to engage clients in a manner that places the utmost importance on understanding their personal financial goals and subsequently, competently implementing communication, research, and planning skill sets to develop a roadmap to reach stated goals. If BradfordCrane Company personnel do not have specific skill sets required to provide a particular advisory need with integrity and objectivity, the company will endeavor to find an appropriate resource for the client.
- Aims to develop professional advisory relationships that emphasize fairness in treatment, communication, compensation, and disclosure of conflicts of interest.
- Will not sell your personal information to anyone. Client non-public information will remain confidential and will not be released unless Bradford-Crane Company is given permission to release the information, or as permitted or required by law as detailed in our Privacy Policy.
- Is dedicated to devoting volunteer time in the community in the interest of educating and mentoring our youth, protecting our natural environments, and providing pro-bono services for underserved communities.
- Will Provide professional financial advisory services and serve the community with dignity, courtesy and diligence in a manner that promotes dignity, courtesy, and diligence in others.
BradfordCrane Company LLC Brochure Jan 2025
BradfordCrane Company Privacy Notice 3 20 2025
BradfordCrane Company BCP Notice December 2025
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Page last updated: November 26, 2025
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