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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Anne Crabbe, CFP®

Financial Advisor

(805) 237-6460 ext. 203

acrabbe@optimumwealthpaso.com

Anne Crabbe is a CERTIFIED FINANCIAL PLANNER™ professional whose exposure to the investment industry started as a phone clerk at the Chicago Board of Trade in 1989. “I saw so many people who were confounded by the...

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Norm Cone

Branch Manager

(805) 237-6460 ext. 202

ncone@optimumwealthpaso.com

Norm Cone opened his first financial planning office in 1993. Fifteen years later he moved a whole block and a half away. This as a great example of what Cone & Associates stands for: stability and security. As Norm likes to say about...

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