Company Email Format Management

Asset Planning, Inc.

Financial Services 10833 Valley View Street 6 employees

Employees: 6
Contacts: 1
Emails: 1

assetplanninginc.com LinkedIn

Asset Planning, Inc. Overview

Headquarters: 10833 Valley View Street
Website: assetplanninginc.com
Industry: Financial Services
Employees: 6
Founded: 1998
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Management Retirement Planning Divorce Planning Recent Widow Planning

About Asset Planning, Inc.

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.com Email Us: Info@AssetPlanningInc.com Follow us online: Instagram: @AssetPlanning Facebook: Asset Planning, Inc.

Asset Planning, Inc. Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Asset Planning, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Carol Somoano, Cfp	Fee Only Financial Advisor at Asset Planning Inc.		View
Melani List, Fpqp	Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative at Asset Planning, Inc.	Cypress, California, United States	View
Erin Nelsen Cfp®	Partner at Asset Planning, Inc.	Cypress, California, United States	Email
Sandra Field, Mba, Cfp	Wealth Manager and CEO at Asset Planning, Inc		View