Croxall Capital Planning is committed to providing the highest quality personalized Investment Advisory and Financial Planning services to individuals and small business. While most of our clients are located in the Silicon Valley and Santa Cruz County, we also provide services to clients throughout California as well as other states. We stand ready to assist you whether your needs be planning for retirement, asset management, investment planning and implementation, estate planning, insurance needs and analysis or other financial concerns.

Each client has a unique set of circumstances that brings them into our offices looking for solutions and suggestions. We pride ourselves in recognizing that each person is an individual, and we take a personalized approach in handling each client’s needs and financial objectives.

Portfolio Planning

  • Asset Management
  • Wealth Management
  • Retirement Planning


  • Educational Meetings
  • Client Appreciation
  • Holiday Luncheon


  • Identify Goals and Objectives
  • Detailed Financial Review & Analysis
  • Active Asset Allocation & Diversification

Whatever your goals, we can help you get there

"Our goal is to help you reach your goals for the future. To that end, we help our clients define their goals and then structure a long-term plan that will act as a roadmap to pursuing those goals. That plan will be reviewed and updated on a regular basis to keep pace with changes in your life and goals."

Gary E. Croxall, CFP® & Soren E. Croxall, CFP®