Lara De Sotel

Lara De Sotel

Minority Owner, CCO, Investment Advisor Representative, PPC

Lara joined Financial Plans & Strategies, Inc., in 1996, when she and her husband were transferred with his company to Indiana. 

Lara is a minority owner of the firm and the Chief Compliance Officer.  She is an investment advisor holding her Series 66 License and the Professional Plan Consultant designation and manages the staff at both locations. 

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