API in the News

Sandys headshot for websites

Sandy was invited to speak at The Advisors in Transition meeting on September 14, 2016 at the offices of Brown and Streza in Irvine, California. She was asked to tell the story of how her career started and how she has transitioned through different phases to become the successful financial advisor she is today. This speaking engagement allowed Sandy to share her best practices, help, mentor and inspire other members to grow to new heights.

 

 

July 2016- Asset Planning is recognized in Financial Advisor Magazine's annual top RIA ranking.

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March 2016- Sandy is extended an invitation and attends Barron's Top Independent Advisors Summit in Scottsdale, Arizona.

 

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August 2015- Carol Somoano is asked to be the advisor on this month's LA Times Money Makeover

 

August 2015- Asset Planning is recogngized in Financial Advisor Magazine's annual top RIA ranking.

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April 2015- Carol Somoano is asked to be the advisor on this month's LA Times Money Makeover

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August 2014- Carol Somoano is asked to be the advisor on this month's LA Times Money Makeover

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May 2014- Sandy recounts failed volunteer efforts to help Camp Pendleton troops with their finances.

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October 2013- Sandra Field is asked to be the advisor on this month's LA Times Money Makeover.
August 2013-Carol Somoano is asked to be the advisor on this month's LA Times Money Makeover.

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April 2012- Sandra Field, CFP discusses the impact of proposed regulation for the financial services profession.

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April 2012 - Carol Somoano, CFP is interviewed for and quoted in the Orange County Register's article

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April 2012 - Sandy does photo shoot and interview for Financial Planning Magazine which is featured in this month's issue.

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March 2012 -Sandy attends Barron’s Top Independent Advisors Summit in Phoenix, Arizona.
This unique conference brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth-management strategies.

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March 2012 - Sandy is quoted in Financial Planning Magazine giving advice on Target Date mutual funds.

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January 2012 - Erin Nelsen completes the final requirement to become a CERTIFIED FINANCIAL PLANNER™. To become a CFP®, one must hold a bachelor's degree, complete  comprehensive financial planning coursework from a board approved program, pass a 2 day examination, have 3 years of direct personal financial planning experience, and undergo a background check. Maintaining the CFP® designation requires 30 hours of continuing education every two years, along with adhering to the board's ethical & professional standards. Website link

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October 2011- Sandra Field, MBA, CFP discusses separately managed accounts in this month's issue of Financial Planning magazine.

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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. To view the rankings click here.

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July 2011-Asset Planning, Inc. moves up 20 spots in this years top Registered Investment Advisor (RIA) rankings featured in Financial Advisor Magazine.

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April 2011- Sandy reassures a 44 year old millionaire he'll have enough to retire early and urges him to create balance in his live.

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March 2011-Sandy and Carol are featured in March's issue of Orange Coast Magazine as two of the top wealth managers in the country.

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July 2010-API is ranked as one of the top wealth managers in the country in Investment Advisor magazine.

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May 2010- Sandy advises a young couple on budgeting and putting their inheritance to good use.

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May 2010- Asset Planning, once again in 2010, ranks among the top wealth managers in the country.

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November 2009-Sandra Field advises a Hollywood producer who struggles to find a balance between work and being a single mom.


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Ask a Planner Series:
June 2009- Carol Somoano advises a California couple who is facing foreclosure.

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October 2009- Carol Somoano is interviewed in the October issue of Financial Advisor Magazine for her best bond picks.

PAST ARTICLES

FINANCIAL ADVISOR MAGAZINE
API is names among the top independent Registered Investment Advisor firms in the country by Financial Advisor Magazine.

WEALTH MANAGER MAGAZINE
Asset Planning, once again in 2009, ranks among the top wealth managers in the country.

LA TIMES
May 31, 2009- Sandra Field stands out among other financial planners interviewed for the LA Times' Sunday Money Makeover.

LA TIMES
April 19, 2009- Sandra Field's Money Makeover clients Lesley Hawks and Gayla Baker were featured in the LA Times again. The article gives an update on the progress they made in their financial lives since meeting with Sandy.

ORANGE COAST MAGAZINE
March 2009 -Sandra Field was among just 3 percent of the wealth managers in Orange County, California, to be chosen by clients and financial services industry professionals as a FIVE STAR: Best in Client Satisfaction Wealth Manager.

WEALTH MANAGER MAGAZINE
July/August 2008-"Top Dogs"- Asset Planning, Inc is named as one of Bloomberg's annual top wealth manager's.

LA TIMES-MONEY MAKEOVER
Sunday, August 24, 2008- "Teacher needs a financial education". Sandra Field, MBA helps Gayla Baker, a divorced mother & educator, reorganize her priorities and pay down debts so she can realize her goal to put her sons through school; get a doctorate in education; buy her mother’s home for $250,000;  and retire comfortably.

FINANCIAL ADVISOR MAGAZINE
July 2008- Asset Planning is ranked among the top RIA (Registered Investment Advisor) in the nation.

LA TIMES – MONEY MAKEOVER
Sunday, April 27, 2008 – “Take A Hit On The Cusp Of Retirement”. Sandra Field, MBA, CFP helps Gary Bowne, an on-the-cusp retirees, who made bad investment decisions on Sub-Prime Bonds to re-balance his retirement portfolio and provides guidance in his retirement planning.

LA TIMES- MONEY MAKEOVER
Sunday, June 24, 2007- “Former Exec Could Use Some Management”. Financial planner Sandra Field of Los Alamitos, California helps Lesley Hawks, a successful business woman, find success in her personal financial life.

MONEY MAGAZINE – HOW TO WIN IN REAL ESTATE NOW
May 2007 issue – “Having It All – Except Savings”. Thirtysomething Darek Dohy and Jenn Farber can get a jump on saving with the tips from financial planner, Sandra Field of Los Alamitos, California.

O.C REGISTER BUSINESS – YOUR MONEY
Saturday, January 6, 2007 – “Lesson In Retirement.” High school teacher Val Vatthauer is one in a series of financial makeovers conducted by Woman Investing in Security and Education. Sandra C. Field, a certified financial planner and owner of Asset Planning Inc. in Los Alamitos, did the analysis.

FEATURE SPEAKER -WISE CONFERENCE AT HILTON, COSTA MESA
Sunday, September 10, 2006 – Sandra C. Field spoke at WISE Conference at Hilton, Costa Mesa, CA.

O.C REGISTER BUSINESS - YOUR MONEY
Sunday, May 1, 2005 – “Real-Estate Questions, Real Answers” – Callers to Register forum mostly asked panel about homes. Sandra recommends savings instead of borrowing for home improvement projects. Sandra recommends homeowners maintain a home equity line of credit for emergencies.

INVESTMENT NEWS
September 27, 2004 – “Bursting Its Britches? American’s Growth May Hurt Performance.” – Sandra was interviewed over concerns of the asset size of American funds.

O.C. REGISTER BUSINESS
Tuesday, August 26, 2003 – “5 O.C. Financial Firms Named ‘Top Dogs’” – Five financial firms in Orange County were named “Top Dogs” in the business by Bloomberg Wealth Management magazine’s July-August issue.

BLOOMBERG WEALTH MANAGER MAGAZINE
June/August 2003 – “Top Dogs” – Asset Planning, Inc. named as one of Bloomberg’s Annual Top Wealth Managers.

O.C. REGISTER BUSINESS
Tuesday, July 1, 2003 – “Portfolios for life – Slow Lane” – For Late-in-life retirees who mainly need income with little growth or risk to their principal.

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, April 6, 2003 – “California Bonds a Bargain For Some Investors” – Things you need to know about Muni Bonds before you start shopping for them.

O.C. REGISTER BUSINESS
Saturday, April 5, 2003 – “ Portfolios for life – Slow Lane” – Investment allocation for late-in-life retirees who mainly need income with little growth or risk to their principal.

FEATURE SPEAKER – AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS ORANGE COUNTY CHAPTER
Saturday, March 22, 2003 – “Survival Guide – 2003: Investment Changes” – Investment overview for 2003.

O.C. REGISTER BUSINESS - YOUR MONEY
Friday, Mar. 14, 2003 – “Experts Shore Up Readers’ Finances” – More than 550 people bring their questions for a consultation with experts from the Orange County chapter of the Financial Planning Association during the Register’s Annual Personal finance call-in.

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, Jan. 5, 2003 – “Back 2 Basics” –Figuring out how your funds should work for you can take some mystery – and mistakes – out of investing.

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, Jan. 5, 2003 – “Experts Picks from Panel of Experts” – Sandra’s picks on mutual fund.

FEATURED SPEAKER – CAL STATE UNIV. LONG BEACH FINANCE ASSOCIATION

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, Jan 6, 2002 – “Experts Picks from Panel of Experts” – Analysts say rally could be seasonal in nature. Sandra is on the panel of experts for retired investors. Growth verses value investing.

O.C. REGISTER BUSINESS
Thursday, Jan 31, 2002 – “FED: Slow Change Expected” – Sandra’s comment on Fed interest rate cut.

O.C. REGISTER BUSINESS
Wednesday, Feb 27, 2002 – “More People Believe They Can Retire In Comfort” – Reality checks for realistic expectations on retirements.

O.C. REGISTER BUSINESS - YOUR MONEY
Sandy, March 31, 2002 – “Don’t Be Tempted” – Sandra’s Quote “If you’re under 50 years old and you have more than 25% in bonds, you are being very conservative. That doesn’t mean you’re wrong, just conservative.

O.C. REGISTER BUSINESS – MONEY SMARTS
Sunday, May 12, 2002 – “Living On Spouse’s Social Security” – One on one, Sandra tackles this question: Should you begin payments from a deceased spouse’s Social Security or wait and file on your own records?

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, July 14, 2002 – “GOLD Can Flame Out” – Experts Advise on Gold as an Investment Vehicles.

O.C. REGISTER BUSINESS - MONEY SMARTS
Sunday, Sept 15, 2002 – “Know rules for retirement distributions.” – One on one consultation with Sandra. The question deals with the rules for mandatory withdrawals from retirement accounts.

O.C. REGISTER BUSINESS - MONEY SMARTS
Sunday, December 30, 2001 – “Reverse mortgage is not a simple calculation” – Sandra answers questions one on one form the audiences.

LA TIMES – MONEY MAKEOVER
Tuesday, October 30, 2001 – “Early retirement May Be Just A Dream” – Planning for retirement at an early age. Woman working part time wishes to retire early.

O.C. REGISTER BUSINESS – MONEY SMARTS
Sunday, September 23, 2001 – “Diversify Investments For Extra Income” – Sandra answers a reader who has extra money for investments.

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, September 30, 2001 – “Quarterly Review” – Sandra on the panel of experts.

O.C. REGISTER BUSINESS - MONEY SMARTS
Sunday, June 24, 2001 – “Advice for Dealing With A Spouse’s IRA” – One on one, Sandra answers questions from a husband on passing assets to his wife in an IRA.

O.C REGISTER – FRONT PAGE
Sunday, June 24, 2001 – “Down – and Up! Will It Make A Difference.” Fed shows determination. Interest rate cuts continue and the market rally.

O.C. REGISTER BUSINESS - YOUR MONEY
Sunday, April 1, 2001 – “Quarterly Report: Stock Bargains Lie Ahead.” Sandra is on the panel of experts for quarterly review.

O.C. REGISTER BUSINESS
Tuesday, March 13, 2001 – “Taking Stock In A Downturn.” Advices on holding stocks during market down side.

O.C. REGISTER BUSINESS
Saturday, March 10, 2001 – Experts offer investment Advice.

LA TIMES – MONEY MAKEOVER
Tuesday, October 17, 2000 – “Giving Retirement A Trial Run Will Help Avoid Stumbling Later” – Married couple wants to rollover pension plan and retire early. Will a lump sum rollover give this couple the income and growth needed to retire early?

LA TIMES – MONEY MAKEOVER
Tuesday, March 7, 2000 – “She Needs A Better Fallback Plan.” – Single woman needs help with budgeting, debt and looking ahead.

LA TIMES – MONEY MAKEOVER
Tuesday, May 25, 1999 – “Getting Therapy for Money Troubles”


 

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