Jeff Crane
CFP®, LUTCF®, FIC
Financial Consultant
State(s) Licensed: AK, AL, AZ, CA Insurance Lic. #0B04876, FL, IA, ID, LA, MI, MN, MS, MT, NV, OR, PA, SD, TN, TX, UT, VA, WA
Phone: 760-730-5831
Address:
450 S. Melrose Dr Suite 100
Vista, CA 92081
State(s) Licensed: AK, AL, AZ, CA Insurance Lic. #0B04876, FL, IA, ID, LA, MI, MN, MS, MT, NV, OR, PA, SD, TN, TX, UT, VA, WA
Let's put your plans in motion
Looking for financial solutions? Not sure what next steps you need to take? Let's meet and we can talk about your current financial scenario and where you're headed. I specialize in:
- Pre-Retirement and Retirement planning
- Life Insurance and Long Term Care Planning
- Investment management
- Tax and social security strategies
- Charitable giving
After years working as a financial professional, I'm happy and ready to help you find the right plan for you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Vista Office
- Phone:
- 760-730-5831
- Fax:
- 760-529-4635
- Mobile:
- 760-805-0735
Hours
M – F: 9 a.m. – 5 p.m.