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SOREN CROXALL, CFA, CFP®

SOREN CROXALL, CFA, CFP®

Registered Representative of LPL Financial

Soren is a Registered Representative and Investment Advisor Representative of LPL Financial. She is licensed by the state of Tennessee Department of Insurance as a Life, Accident and Health, and Variable Contracts agent (TN Insurance Lic# 3002819571).

Soren graduated summa cum laude from the University of San Diego with a Bachelor of Business Administration in Business Economics and also holds a Master of Science in Business Administration from San Diego State University. Prior to joining Croxall Capital Planning, she worked for Westland Financial Services, an insurance marketing organization in San Diego, CA and Morling Financial Advisors, a Registered Investment Advisor in San Francisco, CA.

Soren is a Certified Financial Planner™ Practitioner and is a CFA® charterholder.

Soren has been a volunteer with the Literacy Program of Santa Cruz County since 2015 helping adults in the community learn English as a second language.