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About
Stuart J. Crandall, CFP®, is Vice President and Partner at Hutchinson Capital Management (HCM) in San Rafael, CA, where he plays a pivotal role in both the strategic direction of the firm and in advising clients on holistic wealth management. He is recognized for his commitment to client-focused investment management and financial planning, working closely with individuals and families to help them navigate complex financial decisions and achieve long-term financial objectives.
Crandall's expertise centers on comprehensive financial planning and portfolio management, with a focus on public equities and fixed income assets common to high-net-worth client portfolios. His approach emphasizes integrity, transparency, and a deep understanding of his clients’ unique needs, often integrating multi-generational wealth strategies and tax-efficient investment planning.
Prior to joining Hutchinson Capital Management in 2016, Stuart held senior advisory roles at Moss Adams and Merrill Lynch, where he developed specialized experience in wealth management and client relationship management for affluent individuals. He holds a BS in Management from Arizona State University and the Certified Financial Planner (CFP®) designation, which underpins his comprehensive expertise in financial planning and investment advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hutchinson Capital Management | Vice President | Apr 2016 to Present | We are in business to deliver great advice that gives you the confidence you need to make the right decisions….all backed by a solid financial plan and sound investing (we’ve adhered to the same value... |
| Moss Adams | Senior Financial Advisor | Apr 2011 to Apr 2016 | Moss Adams Wealth Advisors helps clients manage their business and personal wealth. We integrate comprehensive financial planning, investment management and insurance expertise for business owners and... |
| Merrill Lynch | Senior Financial Advisor | Jun 2005 to Apr 2011 | Comprehensive wealth management for private clients. |
Education
Arizona State University
BS, Management
1998 — 2002
Others at Hutchinson Capital Management/ca (1)
| Name | Role | Location |
|---|---|---|
| President | San Anselmo, CA , United States |
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