Carol Somoano

vice-president financial planner and advisor at Asset Planning, Inc - , California, United States

Carol Somoano's Colleagues at Asset Planning, Inc
Akanksha Arora

Financial Planning Analyst

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Sandra Field

Certified Financial Planner and Wealth Manager

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Erin Cfp

CERTIFIED FINANCIAL PLANNER™

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Joanne Liu

Research Analyst

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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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***@AssetPlanningInc.com
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Asset Planning, Inc
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Asset Planning, Inc logo, Asset Planning, Inc contact details

Asset Planning, Inc

, California, United States • 1 - 10 Employees
Financial Services

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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Frequently Asked Questions about Carol Somoano
Carol Somoano currently works for Asset Planning, Inc.
Carol Somoano's role at Asset Planning, Inc is vice-president financial planner and advisor.
Carol Somoano's email address is ***@AssetPlanningInc.com. To view Carol Somoano's full email address, please signup to ConnectPlex.
Carol Somoano works in the Financial Services industry.
Carol Somoano's colleagues at Asset Planning, Inc are Akanksha Arora, Sandra Field, Erin Cfp, Joanne Liu, Melani Port, Tiarra Mpa and others.
Carol Somoano's phone number is ["+15628185771","+15622912220"]
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