Top Wealth Manager
August 2011- Asset Planning, Inc. is recognized in Advisor One's Top Wealth Manager report. The survey captures the largest and most successful independent wealth management firms – those that are owned and operated by advisors themselves. For 2010, Asset Planning Inc. experiences 20% growth in asset under management (AUM) compared to a12.8% return on the S&P and 18% average growth among peers. Top Wealth Manager in Orange County & Nation
Asset Planning is awarded the Five Star Wealth Manager honor for overall client statisfaction . Click here to read about the five star wealth manager award. You can also read about our honors in the March 2011 Orange Coast Manazine issue.
LA TIMES Money Makeover
A millionaire that never stops worrying about retirement
Sunday, April 1, 2011 
Sandra Field has another money makeover featured in the LA Times. This time, Sandy helps reassure a 44 year old millionarie that he will have a comfortable early retirement. Click here to read the full article.
More Articles ...
Give Us a Call: 714-827-5794
