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Lily E. Soto, CFP®

Lily E. Soto, CFP®

Director of Financial Services

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, insurance analysis, retirement plan analysis, etc.

When not at work, she enjoys cooking/baking, running, and reading. In 2007, she completed the San Diego Rock and Roll Marathon after raising funds for the American Heart and Stroke Association.