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

Jeff Crane

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.