Asset Planning, Inc Blog

The latest from the team.
Font size: + –
  Print
1 minute reading time (108 words)

API Open House

1967 Hits

FullSizeRender 5

API held an Open House in our office on June 29th and were delighted to host 75 clients.  We introduced our new full time office administrator, Melani, to our clients that had not yet met her. As we continue to grow in assets and clients, we needed someone dedicated to the running of the office and client contact. These duties have been removed from Samantha as she only deals with client accounts, trading and financial planning now.  API continues to expand and now has clients in 10 states and manages over 220 million dollars.  We thank you for your continued loyalty and referrals that allow us to grow.

Tweet
Tags:
Open House June 29 clients
×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Understanding Medicare
4th of July Holiday

About the author

Sandra Field, MBA, CFP®

Sandra Field, MBA, CFP®

Sandra Field, founder, of Asset Planning Inc. (API), is a Certified Financial Planner and has been an active professional in the financial services industry for over 23 years. She is recently named as one of nation's leading wealth mangers by Bloomberg "Wealth Manager" magazine. 

A Southern California native, Sandra graduated from California State University Long Beach with a Bachelor of Science in Finance and from University of Southern California with a Masters in Business Administration.

Sandra is a member of NAPFA (National Association of Personal Financial Advisors) and the Financial Planning Association. Sandra has served on the board of directors for the Orange County Chapter of FPA. Well respected in the industry, she is a featured financial advisor for the LA Times "Money Makeovers" as well as for the "One On One" column in the Orange County Register. In addition, Sandra serves on the Mutual Fund Panel of Experts for the Orange County Register Newspaper. She is also an active member of the community, serving as past President of the Seal Beach Chamber of Commerce, past Vice President of Finance on the Board of Directors for the American Cancer Society, and past Business Advisor to the City of Seal Beach.

Last but not least, she is a featured speaker at many public and private functions such as AAII (American Association of Individual Investors), Cal State Univ. Long Beach, EWGA and USC. She recently spoke at the WISE (Women In Securities & Education) conference, conducting a live money makeover before 400 women.

Whether she is assisting clients to reach their retirement goals or selecting the right investments for clients, education is at the core of Sandra's philosophy. She emphasizes the importance of developing a relationship with and educating clients, placing the utmost importance on helping them reach their goals, whatever they may be.

Author's recent posts
More posts from author

Related Posts

Search Blogs Module

Latest Blogs

Wait a minute, while we are rendering the calendar

Blog Categories

Uncategorized
Asset Planning News & Events
General Personal Finance
Financial Security
Retirement
Investing
Tax Planning
Widow & Estate Planning
Widow & Estate Planninng
Cash Management
900 number assets bottom line CFP ® blog post illiegal robocallers trust California Lions Friends home mortgages Economic Security flash drive Medicare question Two-Step Verification Victor Dergunov spread pet supplies phone news coverage Expired medications consumer spending Amazon Orange County Shred paperwork insurance policy July weekend stock pile house sitter April 18 2017. 70 1/2. Social Security Administration spring cleaning borrowing money media accounts earthquake app FSA pet donation drive ice cream event parking spots Roth IRA paperwork clutter July 4 president Trump October 1 2020. cell phones privacy settings CERTIFIED FINANCIAL PLANNER exam credit card company trustee insurance policies Brexit vote FEMA website 2017 Equifax breach clients fun atmosphere identity thieves Part D premiums . health care services credit card fraud Independence Day donation items pet industry holidays approach Open House summer banking September 8 clone counterfeits stimulus package operations manager Open Enrollment contribution limit CARES Act health care costs cell phone provider Legal robocalls asset Planning Financial Planning Magazine https ://seekingalpha people medications Fox News story retirement hurricane Dorian 2017 IRA contributions ID card ice cream IRS home life saver relief efforts earnings fallout tax deadline phone companies April 15 investment statements policy official certification home break-ins home emergency kit Mobile Banking Security Tips Federal Trade Commission website birth certificates toilet paper privacy notices clients show support business hours checklists 20 year anniversary retirement accounts cell phone SIM swap scam money scams IRA accounts retirement planning 23 andme disaster areas markets Affordable Care Act water … pets donation counts Wells Fargo customers items home security integral member emergency kits client portal Charles Schwab cell phone service provider Social Security D premiums January 10 phishing scams estate planning student loans April 11 Medicare increase drive /usb driver license Facebook profile https :// text messages information spam phone non-prescripstion sunglasses 2018 IRA contributions Kraig Mathias offering insurance TD Ameritrade credit freeze records car loans 2017 TD Ameritrade National LINC Conference Labor Day Orange County Superior Court tax season tax filing deadlines Medicare plan EEChecklist-Kits.pdf stockpilingchecklist.pdf credit score check lists 401K Auto insurance years VOIP landline phones jury duty account numbers credit cards credit monitoring service June 29 emergency kit Medicare Part B Joey Gonzales home emergency preparedness kits Asset Planning Notary Public fees Supplemental Security Income self-help topics February 14 opt-out “ skimmer ”. interest rates portal family members COVID -19 virus Part B Retirement Contribution Limits breach July 3 rd coronavirus vacation Kiplinger Letter market turmoil notary services debt wells Fargo Coronavirus Aid CA FTB app partner /owner Ice Cream Social Puerto Rico retirement plans Flexible Spending Account settlement options DNA test kits cell phone carriers payments estate planning direction Healthcare cell phone carriers offer September 30 2020. card reader fun facts chip-enabled EMV cards prescription eyeglasses email notifications web address documents Treasury Department team members tax deadlines September 9 National Ice Cream month tax returns IRS deadline identity theft phishing sites July 6 Medicare Advantage pet executive order interest company estate memorial Day weekend padlock emergency folder information Facebook 4 pm -8pm rescue organizations vision screening gap insurance Medicare Part B premiums Wells Fargo employees paper records Erin Nelsen tax records