Wealth Manager Magazine
Asset Planning once again is listed as one of the top wealth managers in the country. Click here to view the rankings and more from Wealth Manager Magazine.
Asset Planning once again is listed as one of the top wealth managers in the country. Click here to view the rankings and more from Wealth Manager Magazine.
On September 25th, API held a golf tournament in the honor and memory of Sandy's best friend, Gail Moreno. Gail was a well known breast cancer mentor to newly diagnosed women. After all expenses were covered, we raised $3,000 for the The Breast Cancer Angels charity. We had a roster of 52 golfers who had a fun time golfing the 9 hole course at Little Rec in Long Beach. Thank you to so many clients that came out to support this tournament.