The People Behind the Plans

We’re not your average financial firm — and we like it that way. At Asset Planning, our team is serious about helping you plan for the future, but we also believe in enjoying the ride along the way. When we’re not building personalized strategies for our clients, you’ll find us out volunteering in the community, hiking with our dogs, chasing after kids (or grandkids), sharing favorite recipes, or swapping vacation stories. We’re big on giving back, celebrating life’s moments, big and small, and keeping things in balance. Because at the end of the day, we’re not just here to manage your assets, we’re here to build real relationships and make life a little better, together.

Out of the Office, Into the World!

  • A smiling woman in winter clothing, including a purple beanie, sunglasses, and a scarf, standing near a waterfall in a snowy landscape.

    Sandy in Iceland

  • Two Helicopter pilots wearing sunglasses and headsets, taking a selfie inside the helicopter with an ocean view in the background.

    Melani and her husband, Landon, in an open door helicopter ride off the coast of Maui

  • Two women standing on a sandy trail at Abel Tasman Coast Track, overlooking a beach with small islands and a cloudy sky.

    Sandy and her daughter Nikki on a beach in New Zealand

  • A woman standing next to a large elephant with one hand touching its side, both appear to be outdoors in a shaded area with trees and a thatched-roof structure in the background.

    Sandy at an elephant sanctuary in Thailand

  • A woman holding a Monkey on each arm in a lush green garden.

    Sandy with lemurs during her trip to Madagascar

  • Two children wearing helmets and harnesses zip lining over a lush green landscape with trees, fields, and an ocean in the background.

    Melani ziplining over the farms in Oahu with her oldest son Jake

  • A person walking down wooden stairs in a dense forest of tall trees and lush greenery.

    Tiarra hiking in the California Redwoods

  • Collage of four images: Top left shows a woman and a man smiling outdoors with the ocean in the background. Top right shows two people in wetsuits and snorkeling gear on a boat with the ocean in front, one making peace signs. Bottom left shows three people next to a blue helicopter on a beach with a clear sky and ocean. Bottom right displays an aerial view of the ocean floor with rocks and coral formations.

    Carol celebrating Thanksgiving in Australia with her daughter and son-in-law

  • Four women at a Mudgirl obstacle race event, kneeling in front of a large pink and purple banner that reads "We can. We will. We are!"

    Andrea competed in a Mudgirl run with some friends

  • Two women in purple Minnesota Vikings football jerseys posing for a photo at a stadium with a football field in the background, one woman making a peace sign.

    Sandy and Carol supporting the Vikings, their favorite team, in Minnesota

  • Two women in yellow jackets smiling outdoors in a snowy landscape with penguins in the background.

    Sandy and Nikki with the penguins in Antarctica. This was the seventh content Sandy has traveled to

The People Who Make Us Who We Are

  • Three people smiling, standing indoors near a window with wooden framing.

    Sandy with her daughter Nikki and future son-in-law Dan

  • A woman sitting on a sofa holding a newborn baby, with four young girls around her, in a living room with curtains behind.

    Carol with all four of her granddaughters

  • A woman sitting on a white chair with a young girl standing beside her, both smiling at the camera against a plain grey background.

    Tiarra with her son Myles

  • Family of four standing together in a living room decorated for Christmas with a fireplace, mirror, and holiday decorations in the background.

    Melani and her family at a holiday celebration

  • Three people smiling outdoors at night, standing close together in front of a building with palm trees and a parking lot, illuminated by streetlights.

    Andrea with her mother and brother

  • Group of six people, five women and one man, smiling outdoors on a beach with palm trees and ocean in the background. They are gathered around a golden retriever dog sitting on a wooden chair, all enjoying a sunny day.

    Sandy at a birthday celebration with extended family. Of course, Lumi was invited too!

  • A group of twelve people, adults and children, standing outdoors in a lush, tropical garden with palm trees and string lights, smiling at the camera.

    Carol with her husband Jorge. They have been married for 40 years! Along with their kids and their spouses and their grand daughters.

  • A smiling couple posing in front of Sleeping Beauty Castle at Disneyland with visitors and the castle in the background.

    Erin and her husband Shawn at the happiest place on earth, Disneyland

  • A woman and man standing together on a boat at night, smiling, with city lights in the background.

    Andrea with her father

Pets of Asset Planning

  • A woman with earrings sitting at a wooden table, using a silver laptop, with a black dog in her lap. There is a water bottle on the table and a succulent painting on the wall behind her.

    Tiarra’s dog Chopper insists on sitting on her lap on a work from home day

  • A happy golden retriever wearing pink bows on its ears and a white bandana with red lipstick prints, sitting on grass outdoors.

    Sandy’s dog Lumi. The official mascot of API, who makes many visits to the office

  • Two dogs, a Shetland Sheepdog and a Golden Retriever, standing on grass in front of the Los Angeles Memorial Coliseum with a clear blue sky in the background.

    Carol’s grand dogs, Dexter and Honey

  • Three French bulldogs and a French Bulldog puppy in a kitchen, looking up at the camera. The puppies are on the floor, one on a small mat, and the adult dog is near the mat.

    Melani’s three frenchies, Guinness, Shelby and Cookie. It’s their duty to follow her wherever she goes!

  • Comparison of two dogs: the top shows a calm dog lying on a couch with a toy, labeled 'Instagram vs Reality'; the bottom shows an excited, jumping dog on a similar couch.

    Erin’s grand dog, Theodore aka Teddy

  • A small black dog with floppy ears wearing a red bandana with white stars sitting on a beige carpet.

    Tiarra’s dog Chopper looking dapper for the camera

  • A gray and white cat wearing a red and green plaid scarf next to potted plants on a wooden patio, with decorative pumpkins and stuffed animals in the background.

    Erin’s pretty princess, Bow, in her Christmas dress

  • A woman kneeling on grass with two dogs and a puppy in a park during daytime. The woman is wearing a black cap and black shirt, and the background includes trees, a concrete wall, and a blue sky.

    Andrea at the park with her three dogs, Luna, Buzz and Zena

Doing Good, Together

  • Six women wearing masks standing outside the Casa Youth Shelter building.

    In 2020, the API team donated food items to Casa Youth Shelter in Los Alamitos.

  • Group of people gathered in front of classic cars in a parking lot.

    Melani and her husband put together a charity cruise called Save the Headlights. All proceeds benefited a local women who was battling breast cancer.

  • A happy white therapy dog wearing a blue vest sitting on green grass in sunlight

    Sandy’s golden retriever, Lumi, is a certified therapy dog. She brings comfort to foster children, people in nursing homes and students at Los Alamitos High School during stressful times.

  • Six women standing outdoors in front of a large tree with a colorful banner that reads 'Welcome to Gail A. Morero Memorial Golf Tournament.' They are smiling and dressed casually, wearing blue shirts and jackets.

    The API crew at our annual Gail Moreno Golf Tournament. All proceeds benefit Breast Cancer Angels.

  • A variety of eyeglasses and sunglasses laid out on a round table in a waiting room. There is a sign promoting eyeglass insurance and a promotional poster featuring a young girl wearing glasses. Two chairs are behind the table, with a potted plant in between.

    Clients donated 75 pairs of eyeglasses for the Lions Club International program Recycle for Sight

    Donation Info
  • A pile of various colorful fabric face masks with different patterns including floral, stars, polka dots, and themed prints, tied with black elastic bands.

    API had over 300 masks made and mailed out to clients during the shortage due to Covid in 2020.

  • Several wrapped Christmas presents with holiday-themed wrapping paper, ribbons, and bows, placed in a shopping cart and against a wall in a store.

    Christmas present donations to Casa Youth Shelter from our API Team.

  • A table filled with dog-related items including pet food, harnesses, treats, supplements, and grooming supplies in a room with a green plant, chairs, and a photo collage on the wall.

    Clients and staff donated pet items and medicine to donate to the Golden Retriever Rescue of Puerto Rico.