Three Sheep Wealth Management, LLC

My name is Ken Cranstone and I'm the founder of Three Sheep Wealth Management, LLC.

I’ve been CERTIFIED FINANCIAL PLANNER® professional since 2018. Throughout my career I’ve worked with hundreds of individuals and families, with investment assets ranging from tens of thousands of dollars to over ten million. Every person I’ve worked with has a unique definition of what financial security and stability means to them.

I founded this firm with a commitment to remain small. As technology has allowed advisors to service many client relationships, it's also stolen some of the richness that comes with the deep professional relationship that grows over time. Psychologist Robin Dunbar theorized that human beings can really only maintain around 150 quality relationships. Professionally, my commitment is to have no more than 60 client relationships.

I offer comprehensive, fee-only financial planning advice which includes investment management services. I do not sell insurance, prepare tax returns, nor draft estate plans, however, I will review what you have and coordinate with your other professionals.

If you're interested in learning more about me or the firm, please contact me. Initial consultations are complimentary.

Three Sheep Wealth Management , LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

288 Pearl St PMB 2003 Monterey, CA 93940-3036 Phone: (831) 521-6116

Primary Office

288 Pearl St PMB 2003 Monterey, CA 93940-3036 Phone: (831) 521-6116