Registered Representatives D. Scott Crane, CFA, CFP® Financial Advisor 714-525-4445 714-525-4446 firstname.lastname@example.org 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 mergers & acquisition analysis at Bainbridge Capital and institutional sales at the strategic development consulting firm J.G. Myers & Co.Scott holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Scott also holds Series 7 and 66 securities registrations, and he is licensed to offer various insurance solutions (CA Insurance Lic. #0J13191).Scott's hobbies include reading, traveling, snowboarding, rock climbing and working out. Todd Crane, CFA, CFP® Financial Advisor 714-525-4445 714-525-4446 email@example.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 analysis, asset allocation assembly, trust analysis, and research. Todd's previous experience includes work at Nuveen Investments covering the firm's global equity portfolios, and tutoring finance at USC's Finance Learning Center.Todd graduated from the University of Southern California (Fight On!) with a Bachelor of Science degree in Business Administration with a concentration in Finance.Todd holds the Chartered Financial Analyst and Certified Financial Planner® designations. He also holds Series 7, 63, and 66 securities registrations, and is licensed to offer various insurance solutions (CA Insurance Lic. #2110613).Todd's hobbies include mountain biking, surfing, hiking, yoga and swimming. Peter Perez Associate 714-525-4445 714-525-4446 firstname.lastname@example.org 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 financial planning field.Pete joined the firm in October 2011. His education includes studies in Accounting at Pace University, NYC and a Bachelor of Arts degree in Business Administration with a concentration in Finance from California State University, Fullerton.Pete is a Registered Representative with Cetera Advisor Networks.Pete is currently enjoying his new career in helping us plan for our clients' financial futures.