Lara DeSotel, CCO, PPC®
Minority Owner, CCO, Investment Advisor Representative, PPC
Lara joined Financial Plans & Strategies, Inc., in 1996 having managed a promotions company in San Francisco where she lived with her husband before being transferred to Indiana with her husband's company. She has worked in many capacities for the firm beginning with receptionist then on to administrative assistant, lead securities processor, planning assistant, office manager.
She is now 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.