{"id":343,"date":"2023-10-16T09:00:03","date_gmt":"2023-10-16T16:00:18","guid":{"rendered":"https:\/\/www.crestsavings.bank\/wph\/workarea\/borrow\/lending-products__trashed\/business-loans-3\/"},"modified":"2026-01-27T16:50:43","modified_gmt":"2026-01-27T16:50:43","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/www.crestsavings.bank\/wph\/workarea\/plan-invest\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\" id=\"h-crest-wealth-management\">Crest Wealth Management<\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-for-all-your-financial-planning-and-investing-needs\">For all your financial planning and investing needs<\/h3>\n\n\n\n<p><em>Crest Wealth Management<\/em>&nbsp;located at&nbsp;Crest Savings Bank, is an independent wealth&nbsp;services firm.&nbsp;The Financial Consultant at Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\" id=\"finplan\">Financial Planning<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Investment Planning<\/li>\n\n\n\n<li>Retirement Planning<\/li>\n\n\n\n<li>Risk Management<\/li>\n\n\n\n<li>Tax Strategies<\/li>\n\n\n\n<li>Education Planning<\/li>\n\n\n\n<li>Estate Strategies<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\" id=\"invest\">Investment Strategies<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Stocks and Bonds<\/li>\n\n\n\n<li>Mutual Funds<\/li>\n\n\n\n<li>IRAs and Roth IRAs<\/li>\n\n\n\n<li>Managed Portfolios<\/li>\n\n\n\n<li>Annuities<\/li>\n\n\n\n<li>Insurance<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n      <div class=\"alignnone\">\n\t\t\t<a  class=' btn-1' href='https:\/\/www.crestwealthmgmt.com\/' target='_blank' rel='noopener noreferrer'>View our website<\/a>\n      <\/div>\n\t\t\t\n\n\n<h2 class=\"wp-block-heading\" id=\"h-certified-financial-planner\"><strong>Certified Financial Planner<sup>\u00ae<\/sup><\/strong><\/h2>\n\n\n\n<p>Anyone can claim to be a financial planner; but collaborating with a Certified Financial Planner (CFP) professional ensures peace of mind. A certified advisor adheres to rigorous educational and ethical benchmarks.<\/p>\n\n\n\n<p>Our CFP Professional, Tod Shoffler, has over 20 years of financial planning and investment experience. Tod and his team can help you develop your &#8220;3 C&#8217;s Plan&#8221;:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>C<\/strong>onfident&nbsp;<strong>F<\/strong>inancial&nbsp;<strong>P<\/strong>lan<\/li>\n\n\n\n<li><strong>C<\/strong>omprehensive&nbsp;<strong>F<\/strong>inancial&nbsp;<strong>P<\/strong>lan<\/li>\n\n\n\n<li><strong>C<\/strong>ertified&nbsp;<strong>F<\/strong>inancial&nbsp;<strong>P<\/strong>lan<\/li>\n<\/ul>\n\n\n\n<p>Start your journey towards financial independence today by contacting a member of the Crest Wealth Management team.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"wmteam\">Meet our Wealth Management Team<\/h1>\n\n\n\t\t\t<div class=\"band band-standard-custom-block\">\n\t\t\t\t<div class=\"zone zone-standard-custom-block\">\n\t\t\t\t\t<div class=\"feature-wrap feature-wrap-standard-custom-block resizer column qty-3\">\n\t\t\t\t\t\t\n\t\t\t<div class=\"feature \">\n\t\t\t\t<div class=\"feature-padding\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-image\">\n\t\t\t\t\t\t\t\t<figure class=\"feature-image-inner cover-image\">\n\t\t\t\t\t\t\t\t\t<img src='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Cripps-H-1-sm-600x653.jpg' srcset='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Cripps-H-1-sm-600x653.jpg 600w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Cripps-H-1-sm-275x300.jpg 275w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Cripps-H-1-sm-400x436.jpg 400w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Cripps-H-1-sm.jpg 697w' sizes='(max-width: 600px) 100vw, 600px' alt='Heather Cripps' \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t<\/div><!--feature-image-->\n\t\t\t\t\t\t\t\t\t    \t\t\t\t\t<div class=\"feature-content\">\n\t\t\t\t\t\t\t\t<div class=\"feature-content-image\">\n\t\t\t\t\t\t\t\t\t<figure class=\"feature-content-image-inner\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"fa \" aria-label=\"icon\" role=\"img\"><\/span>\n\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t<\/div><!--feature-content-image-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-text\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Heather Cripps<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3>AVP \/ Wealth Advisor<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-wysiwyg\">\n\t\t\t\t\t\t\t\t\t\t\n\n<p>609.522.6118<\/p>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t          \t\t\t\t\t\t\t    <div class=\"feature-cta\">\n\t\t\t\t\t\t\t\t    <a href=\"mailto:crestwealthmanagement@lpl.com\" target=\"_self\">Email Heather<\/a>\n\t\t\t\t\t\t\t    <\/div><!--feature-cta-->\n\t\t\t\t\t\t    \t\t\t\t\t\t\t<\/div><!--feature-content-text-->\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t<\/div><!--feature-content-->\n\t\t\t\t<\/div><!--feature-padding-->\n\t\t\t<\/div><!--feature-->\n\t\t\t\n\n\t\t\t<div class=\"feature \">\n\t\t\t\t<div class=\"feature-padding\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-image\">\n\t\t\t\t\t\t\t\t<figure class=\"feature-image-inner cover-image\">\n\t\t\t\t\t\t\t\t\t<img src='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Shoffler-T-1-sm-600x600.jpg' srcset='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Shoffler-T-1-sm-600x600.jpg 600w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Shoffler-T-1-sm-300x300.jpg 300w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Shoffler-T-1-sm-150x150.jpg 150w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Shoffler-T-1-sm-400x400.jpg 400w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Shoffler-T-1-sm.jpg 701w' sizes='(max-width: 600px) 100vw, 600px' alt='Tod Shoffler' \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t<\/div><!--feature-image-->\n\t\t\t\t\t\t\t\t\t    \t\t\t\t\t<div class=\"feature-content\">\n\t\t\t\t\t\t\t\t<div class=\"feature-content-image\">\n\t\t\t\t\t\t\t\t\t<figure class=\"feature-content-image-inner\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"fa \" aria-label=\"icon\" role=\"img\"><\/span>\n\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t<\/div><!--feature-content-image-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-text\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Tod D. Shoffler, CFP&reg;<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3>VP \/ Wealth Advisor<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-wysiwyg\">\n\t\t\t\t\t\t\t\t\t\t\n\n<p>609.522.6098<\/p>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t          \t\t\t\t\t\t\t    <div class=\"feature-cta\">\n\t\t\t\t\t\t\t\t    <a href=\"mailto:crestwealthmanagement@lpl.com\" target=\"_self\">Email Tod<\/a>\n\t\t\t\t\t\t\t    <\/div><!--feature-cta-->\n\t\t\t\t\t\t    \t\t\t\t\t\t\t<\/div><!--feature-content-text-->\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t<\/div><!--feature-content-->\n\t\t\t\t<\/div><!--feature-padding-->\n\t\t\t<\/div><!--feature-->\n\t\t\t\n\n\t\t\t<div class=\"feature \">\n\t\t\t\t<div class=\"feature-padding\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-image\">\n\t\t\t\t\t\t\t\t<figure class=\"feature-image-inner cover-image\">\n\t\t\t\t\t\t\t\t\t<img src='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Gassler-K-1-sm-600x605.jpg' srcset='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Gassler-K-1-sm-600x605.jpg 600w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Gassler-K-1-sm-297x300.jpg 297w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Gassler-K-1-sm-150x150.jpg 150w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Gassler-K-1-sm-400x403.jpg 400w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/Gassler-K-1-sm.jpg 699w' sizes='(max-width: 600px) 100vw, 600px' alt='Karen Gassler' \/>\n\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t<\/div><!--feature-image-->\n\t\t\t\t\t\t\t\t\t    \t\t\t\t\t<div class=\"feature-content\">\n\t\t\t\t\t\t\t\t<div class=\"feature-content-image\">\n\t\t\t\t\t\t\t\t\t<figure class=\"feature-content-image-inner\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"fa \" aria-label=\"icon\" role=\"img\"><\/span>\n\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t<\/div><!--feature-content-image-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-text\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2>Karen Gassler<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h3>Administrative Assistant<\/h3>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"feature-content-wysiwyg\">\n\t\t\t\t\t\t\t\t\t\t\n\n<p>609.522.6098<\/p>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t          \t\t\t\t\t\t\t    <div class=\"feature-cta\">\n\t\t\t\t\t\t\t\t    <a href=\"mailto:crestwealthmanagement@lpl.com\" target=\"_self\">Email Karen<\/a>\n\t\t\t\t\t\t\t    <\/div><!--feature-cta-->\n\t\t\t\t\t\t    \t\t\t\t\t\t\t<\/div><!--feature-content-text-->\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t<\/div><!--feature-content-->\n\t\t\t\t<\/div><!--feature-padding-->\n\t\t\t<\/div><!--feature-->\n\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\n\n\n<p>Crest Savings Bank&nbsp;(\u201cFinancial Institution\u201d) provides referrals to financial professionals of LPL Financial LLC (\u201cLPL\u201d) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.&nbsp;<\/p>\n\n\n\n<p>Please visit&nbsp;<a href=\"https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.lpl.com\/disclosures\/is-lpl-relationship-disclosure.html<\/a>&nbsp;or scan the QR code below for more detailed information.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">      <figure class=\"alignnone\">\n                  <img src='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/QRcode-CWMDisclosures-sm.png' srcset='' sizes='(max-width: 150px) 100vw, 150px' alt='Crest Wealth Management Disclosures' \/>\n                      <\/figure>\n      <\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">      <figure class=\"alignnone\">\n                  <a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\">\n            <img src='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/BrokerCheck.png' srcset='https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/BrokerCheck.png 322w, https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2023\/12\/BrokerCheck-300x76.png 300w' sizes='(max-width: 322px) 100vw, 322px' alt='Broker Check Website' \/>\n          <\/a>\n                      <\/figure>\n      <\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><strong>The LPL Financial registered representatives associated with this website may discuss and\/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.<\/strong><\/p>\n\n\n\n<p><strong>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member&nbsp;<a href=\"https:\/\/www.finra.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">FINRA<\/a> \/ <a href=\"https:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">SIPC<\/a>)<\/strong>.&nbsp;Insurance products are offered through LPL or its licensed affiliates. Crest Savings Bank and Crest Wealth Management&nbsp;<strong>are not<\/strong>&nbsp;registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crest Wealth Management, and may also be employees of Crest Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crest Savings Bank or Crest Wealth Management.<\/p>\n\n\n\n<p>Securities and insurance offered through LPL or its affiliates are:<\/p>\n\n\n<div class='feature-wrap-table-1'><div class='table-responsive'>\n<table id=\"tablepress-15\" class=\"tablepress tablepress-id-15\">\n<tbody>\n<tr class=\"row-1\">\n\t<td class=\"column-1\">NOT Insured by FDIC or Any Other Government Agency<\/td><td class=\"column-2\">NOT Bank Guaranteed <\/td>\n<\/tr>\n<tr class=\"row-2\">\n\t<td class=\"column-1\">NOT Bank Deposits or Obligations<\/td><td class=\"column-2\">MAY Lose Value<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Crest Wealth Management For all your financial planning and investing needs Crest Wealth Management&nbsp;located at&nbsp;Crest Savings Bank, is an independent wealth&nbsp;services firm.&nbsp;The Financial Consultant at Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management. Financial Planning Investment Strategies Certified Financial Planner\u00ae Anyone [&hellip;]","protected":false},"author":6,"featured_media":1135,"parent":36,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"class_list":["post-343","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Management - Crest Savings Bank<\/title>\n<meta name=\"description\" content=\"Meet the Wealth Management Team at Crest Wealth Management and learn more about how they can help with your financial planning needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/plan-invest\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management - 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