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 Women Wealth Advisors, 2020. Visit our Website: Email Us: Info@AssetPlanningInc.com Follow us online: Instagram:@AssetPlanning Facebook: Asset Planning, Inc.
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Verified contacts
7
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
339
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- CS
Carol Somoano
Vice-president Financial Planner and Advisor · Other
EmailPhone - SF
Sandra Field
Certified Financial Planner and Wealth Manager · Other
EmailPhone - EN
Erin Nelsen
Certified Financial Plannertm · Finance & Accounting
EmailPhone - ML
Melani List
Financial Paraplanner Qualified Professional and Registered Investment Advisor Representative · Other
EmailPhone - ML
Melani List
Registered Paraplanner and Office Administrator · Other
EmailPhone - TJ
Tiarra Johnson
Investment Analyst · Finance & Accounting
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Asset Planning, Inc
7 distinct titles indexed · top 7 shown.
- 1analyst
- 1certified financial planner and wealth manager
- 1certified financial plannertm
- 1financial paraplanner qualified professional and registered investment advisor representative
- 1investment analyst
- 1registered paraplanner and office administrator
- 1vice-president financial planner and advisor
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