Asset Planning, Inc

Financial Services - , California, United States

Asset Planning, Inc Employees
Carol Somoano

vice-president financial planner and advisor

Contact Carol Somoano

Akanksha Arora

Financial Planning Analyst

Contact Akanksha Arora

Sandra Field

Certified Financial Planner and Wealth Manager

Contact Sandra Field

Erin Cfp

CERTIFIED FINANCIAL PLANNER™

Contact Erin Cfp

Joanne Liu

Research Analyst

Contact Joanne Liu

Melani Port

Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative

Contact Melani Port

Tiarra Mpa

Investment Analyst

Contact Tiarra Mpa

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Asset Planning, Inc Details

Asset Planning, Inc. (API) is a Fee-Only registered investment advisor (RIA) located in Orange County, CA. API takes a team approach to your investment, financial planning, and tax advice needs, combining the expertise of Certified Financial Planners with CPAs. Founder of Asset Planning listed in Forbes Top 1,000 Women Wealth Advisors, 2020. Visit our Website: www.AssetPlanningInc.comEmail Us: Info@AssetPlanningInc.comFollow us online:Instagram: @AssetPlanning Facebook: Asset Planning, Inc.

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Employees: 1 - 10
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Location: , California, United States
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