Scott Sloan, CFP®
Director of Operations, Chief Compliance Officer
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 where he advises clients on their outside ERISA plan (401(k), 457, 403(b), etc.) asset allocations. He has also assisted in the establishment and administration of 401(k) Plans, SIMPLE Plans and Solo 401(k) Plans for many of Crane & Associates’ corporate and individual clients.
Scott is a Certified Financial Planner (CFP®) and offers various asset management programs and personalized financial planning 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 (CA Insurance Lic. #0C74016).