API's 2nd Annual Ice Cream Social

The API staff having some laughs with the photo booth props at our 2nd Annual Ice Cream Social.

Financial Advisor Magazine's RIA Survey & Ranking

July 2018- Asset Planning is recognized in the Financial Advisor Magazine's RIA Survey & Ranking. Take a look at the ranking here!

2018 Five Star Wealth Managers Award

June 2018- Sandy, Carol and Erin are awarded the 2018 Five Star Wealth Managers Award and are featured in the Orange Coast Magazine's June 2018 issue. Check it out here

Financial Planning Magazine

April 20, 2018- Sandy is quoted in an article in Financial Planning Magazine regarding free NAPFA memberships for new CFPs.

Click here to read the article.