Orange County Register
April 2012 - Carol Somoano, CFP is interviewed for and quoted in the Orange County Register's article Older Adults carry heavy burden of student loans.
Financial Planning Magazine
March 5, 2012
Sandy is quoted in Financial Planning Magazine discussing target date funds. Click Here to read the article.
Financial Planning Magazine
Sandra Field, MBA, CFP discusses separately managed accounts in the October 2011 issue of Financial Planning Magazine. Click here to read the article.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. More Articles ...
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