

Scott Sloan
Director of Operations, Chief Compliance Officer
Crane & Associates Financial Planning
United States, California, Fullerton
About Me
Scott graduated from California State University, Fullerton in 1993 with a Bachelor of Arts degree in Business Administration with a concentration in Finance and an additional emphasis in Personal Financial Planning. He has been working with Crane & Associates, Financial Planners, since 1992 where he currently holds the position of Director of Operations as well as Chief Compliance Officer. Over the years, Scott has assisted clients with asset allocation and investments, IRA and pension plan rollovers, issuance of life insurance, college cost planning, long-term care insurance analysis and estate transfers upon the death of a spouse/parent. Scott currently heads the firm’s advisory division
Profile Information
Director of Operations, Chief Compliance Officer
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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