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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
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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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