Broker Check

Your Team

Donald B. Crane, PhD, CFP®, AIF®

Founder, President

714-525-4445

714-525-4446

don@doncrane.com

Dr. Crane is a professor emeritus of finance at California State University, Fullerton, where for over 40 years he was responsible for instruction in financial planning, portfolio management, retirement and estate planning, and investments. He was the founding Program Director for the Certified Financial Planner Board of Standards registered curriculum at the University.

He graduated from the University of Southern California with a doctorate in business administration with an emphasis in finance. He had previously been awarded an MBA and BA from USC and California State University, Fullerton, respectively.

Dr. Crane was actively involved with the University`s Continuing Learning Experience (CLE) Program for seniors, he is past chair of the President`s Task Force on Affordable Housing and supported many student organizations on the campus. He is past chair and current member of the CSUF Foundation investment committee as well as a founding member of the Center for Insurance Studies advisory board.

Dr. Crane has been a member of the Standards Writing Committee and the Examination Writing Committee for the CFP Board of Standards.

He is a Certified Financial Planner (CFP®), a past member of the Institute of Certified Financial Planners, the International Association of Financial Planners and was admitted to the Registry of Financial Planning Practitioners. Dr. Crane is also a member of the Financial Planning Association (FPA) and the Financial Services Institute.

He has been a consultant for numerous organizations, medical groups, the Small Business Administration and the Mortgage Bankers Association.

Dr. Crane has authored numerous articles on finance and financial planning and is a nationally recognized authority and speaker in the area of personal financial management.

He offers various asset management programs and personalized financial planing services through Cetera Advisor Networks LLC. Cetera Advisor Networks LLC, member FINRA/SIPC, is a full service broker/dealer and Registered Investment Advisor, providing financial planning, investment advice and brokerage services. He is also a registered representative, and holds licenses as a life, disability and variable annuity insurance agent. He was the founder and a real estate broker at Crane Real Estate for over 30 years.

Scott Sloan, CFP®

Director of Operations, Chief Compliance Officer

714-525-4445

714-525-4446

scott@doncrane.com

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...

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Regina I. Vassia

Director of Asset Movement and Estate Distribution

714-525-4445

714-525-4446

regina@doncrane.com

Regina is a 1997 graduate of 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. Regina is a registered...

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Lily E. Soto, CFP®

Director of Financial Services

714-525-4445

714-525-4446

lily@doncrane.com

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...

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Vi Houang

Director of Annuity Services

714-525-4445

714-525-4446

vee@doncrane.com

Vi graduated from California State University, Fullerton with a Bachelor of Arts degree in Business Administration with a concentration in Finance and an emphasis in Personal Financial Planning. Vi's career has been dedicated...

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Scott D. Crane, CFA, CFP®

Financial Advisor

714-525-4445

714-525-4446

scott.crane@doncrane.com

Scott graduated from San Diego State University with a Bachelor of Science degree in Business Administration with a concentration in Finance. Scott joined Crane & Associates in 2012. Previous financial work experience includes...

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Todd Crane, CFA, CFP®

Financial Advisor

714-525-4445

714-525-4446

todd@doncrane.com

Todd joined Crane & Associates in 2013. Previously, Todd worked as an analyst at J.P. Morgan Private Bank on a team managing investments for high-net-worth clients. At J.P. Morgan, he was responsible for portfolio and performance...

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Peter Perez

Associate

714-525-4445

714-525-4446

pete@doncrane.com

After a 30+ year career in Automotive Logistics, Pete decided to combine his lifelong passions of helping others and finance. In 2011, Pete left his position as Vice President, Vehicle Logistics with Promax Automotive Inc. to enter the...

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Priti Mehta

Administrative Associate

Felicia Reynolds

Administrative Associate

Alejandra Pedraza

Administrative Associate

John Moon

Administrative Associate