PC
Paul Crosbie
WEALTHMAP PLANNING
SAN LUIS OBISPO, CA
Some features on this profile are disabled
CRD#: 8191536
PC
Paul CrosbieWEALTHMAP PLANNING
Professional summary
Paul Crosbie is a registered financial advisor currently at WEALTHMAP PLANNING located in San Luis Obispo, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Paul has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Paul Crosbie is currently employed as Director of Tax & Special Projects at Harris Farms, Inc. Harris Farms, Inc. is not an investment related business. The nature of this business is farming and hospitality. Harris Farms, Inc is located at 23300 W. Oakland Ave, Coalinga, CA 93210. This activity accounts for approximately 50% of Paul Crosbie's time, or 100 hours per month. This includes 5 hours per day, 3 days per week during trading hours. Paul Crosbie has had a relationship with Harris Farms, Inc. since October 2014. The role of Director of Tax & Strategy involves overseeing tax for the corporation. Clients of WMP are not involved in, nor are they solicited to participate in this outside business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Crosbie's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 23, 2026 - Present
WEALTHMAP PLANNING
RIA
CRD#: 339429
SAN LUIS OBISPO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/23/2026)
Current Firm
WP
WEALTHMAP PLANNING
WEALTHMAP PLANNING | WEALTHMAP PLANNING, PROFESSIONAL CORPORATION
CRD#: 339429 / SEC#:
California
Registered Investment Advisory firm - (1/23/2026 Approved)Loading...
Contact information
Main Address
San Luis Obispo, CA
Mailing Address
Phone number
(805) 250-6136
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
