Fastest Growing Women-Owned RIA
Asset Planning is named one of the fastest-growing women-owned RIAs in the nation.
See the webpage and listing here: https://wmriaedge.com/top-women-owned-ria-firms/
Best Financial Advisors in Buena Park 2022
Expertise.com scored 29 different financial advisor firms in Buena Park and Asset Planning is in the top 10!
See the webpage and listing here: https://www.expertise.com/CA/buena-park/financial-advisors
Annual Gail Moreno Memorial Golf Tournament
Save the Date! October 22, 2022 we are holding our annual golf tournament in support of the Breast Cancer Angels in their mission to assist those undergoing breast cancer treatment. See their website here.
Giving Support Where We Can
Asset Planning is doing its best to help in these unprecedented times by donating to two charities that are doing their part to help those in need during the COVID-19 pandemic.
- Feeding America: Feeding America is working together to end hunger. With many losing their jobs, schools shutting down, and the health risks around us, Feeding America is matching every dollar donated for adding food to food banks around America in an effort to support people facing hunger in these uncertain times.
- Direct Relief: Direct Relief is working with health authorities, nonprofit organizations, and businesses in the U.S. and worldwide to provide personal protection equipment (PPE) and essential medical items needed for medical workers responding to the coronavirus.
