
Lily Soto
Director of Financial Services
Crane & Associates Financial Planning
United States, California, Fullerton
About Me
Lily began working at Crane & Associates in December of 2005, shortly after graduating from California State University, Fullerton. She holds a Bachelor of Arts degree in Business Administration with a concentration in Finance and an emphasis in Personal Financial Planning. Professional licenses she has obtained over the years include: registered representative, variable annuity, life, health, long-term care, and disability insurance. As the firm's Director of Financial Services, she oversees many aspects of the firms operations. She assists our office as we help clients with asset allocations and investments, IRA and pension plan rollovers, acquiring life insurance, college cost planning, i
Profile Information
Director of Financial Services
Crane & Associates Financial Planning
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Fullerton
California
United States
May 15, 2024
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