CoverProfile

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
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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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