Barron's Top Independent Advisors Summit
March 2016- Sandy is extended an invitation and attends Barron's Top Independent Advisors Summit in Scottsdale, Arizona.
Congratulations Melani!
We are pleased to announce that Melani has earned her Registered ParaplannerSM designation. The coursework she completed has given her the financial knowledge necessary to assist our CERTIFIED FINANCIAL PLANNERSTM in constructing financial plans for our clients. She will work closely with our advisors and is a valuable member of our financial planning team.
2015 Top Advisor Rankings
Asset Planning, Inc. makes Financial Advisor Magazine's top RIA, Registered Investment Advisor, 2015 ranking. Click Here to view list.
