Gregory Crofton

Planning Specialties

Integrated tax, finanicial planning and investment strategies

Employer Stock & Concentrated Stock Positions

Real property investment planning

Closely held business planning

 

Additional Information

Mr. Crofton is a graduate of the Haas School of Business where he studied finance and accounting. He also holds a Certificate with Honors in Personal Financial Planning from the U.C. Berkeley Extension. He also teaches Personal Financial Planning and Accounting Courses at U.C. Berkeley.

After completing his MBA, earned the Enrolled Agent (EA) license from the Internal Revenue Service. He founded Adap Tax Financial with the aim of offering a full-service personal financial planning, investment and tax services. He and his team serve technology professionals with employer stock positions, financial and real property investors and small business owners. 

He is a veteran of the Technology industry, so has both personal, first-hand experience with the tax and planning issues associated with employer stock compensation. An experienced options trader, he is also qualified to assist clients with concentrated stock positions.

He is an experienced real property owner and investor who can guide your choice of financial vs. real property investments.

As a small business owner with and MBA and expertise in tax, personal financial planning & investments, he is well equipped to help individuals and closely help business owners achieve their personal and financial goals.

NAPFA Start Date

April 17, 2020

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This Office

4725 1st St Ste 264 Pleasanton, CA 94566-7489 Phone: (925) 218-2301