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!
July 2018- Asset Planning is recognized in the Financial Advisor Magazine's RIA Survey & Ranking. Take a look at the ranking here!
June 2019- Sandy, Carol and Erin are awarded the 2019 Five Star Wealth Managers Award and are featured in the Orange Coast Magazine's June 2019 issue. Check it out here
April 20, 2018- Sandy is quoted in an article in Financial Planning Magazine regarding free NAPFA memberships for new CFPs.
March 2018- Sandy is extended an invitation and attends Barron's Top Independent Advisors Summit in Orlando, Florida.