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.
Virtual Meetings Available
We are available for virtual video or phone conferences.
Most paperwork can be signed ditigally as well. Our receptionist is available 9am to 1pm Monday-Friday for clients that need to drop off items in person.
