With over 11,400 nominations and only a small fraction selected as “Best‑In‑State,” Sandy's recognition places her among the elite in Southern California. If you are interested in learning more, please visit the Forbes website below.

*Sandra C. Field was recognized as one of America's Top Women Advisor: Best-in-State by Forbes on February 11, 2025 based on data as of September 30. 2024.  The ranking was sponsored by Forbes and developed in conjunction with SHOOK Research.  No direct or indirect compensation was provided by Asset Planning, Inc. in connection with obtaining this ranking.  This ranking is not an indication of investment performance and should not be construed as a guarantee or endorsement of our services.  For additional information regarding the Forbes/SHOOK Research ranking methodology, please click here.

In times of market volatility and changing economic conditions, having an experienced financial advisor to guide investors is invaluable. The Forbes/SHOOK Top Women Wealth Advisors Best-In-State list, which features 1,991 women managing a combined $2.8 trillion in assets, highlights the expertise and leadership of women in the financial advisory industry.

For another year, Sandra Field and the Asset Planning Team has been highlighted in the best-in-state list! Thank you to our clients for putting their trust in us and allowing us to do what we love - helping you!

*Sandra C. Field was recognized as one of America’s Top Women Wealth Advisors Best-in-State by Forbes in 2024. The ranking was sponsored by Forbes and developed in conjunction with SHOOK Research, based on data as of September 30, 2023. No direct or indirect compensation was provided by Asset Planning, Inc. in connection with obtaining this ranking. This ranking is not indicative of investment performance and should not be construed as a guarantee or endorsement of our services. For additional information regarding the Forbes/SHOOK Research ranking methodology, please click below.

Sandy is listed as a Top Financial Advisor in the USA by Investment News

*Sandra C. Field was recognized as a Top Financial Advisor in the USA by InvestmentNews on February 25, 2025, based on data as of August 2024. The ranking was sponsored and published by InvestmentNews and is based on information provided by nominees, including professional experience, assets under management, and other qualitative and quantitative factors. No direct or indirect compensation was provided by Asset Planning, Inc. in connection with obtaining or using this ranking. This recognition is not indicative of investment performance and should not be construed as a guarantee or endorsement of our services. For additional information regarding the InvestmentNews ranking, please click below.

Asset Planning was ranked in Financial Advisor’s Top RIAs

*Asset Planning, Inc. was recognized as one of America’s Top RIAs by Financial Advisor Magazine (FA Magazine) in 2024 based on data reported as of December 31, 2023. The ranking was sponsored and published by Financial Advisor Magazine and is generally based on assets under management reported by participating firms and other information obtained from regulatory filings. No direct or indirect compensation was provided by Asset Planning, Inc. in connection with obtaining or using this ranking. This ranking is not indicative of investment performance and should not be construed as a guarantee or endorsement of our services. For additional information regarding the Financial Advisor Magazine ranking methodology, please click below.

Asset Planning has been ranked as one of America’s Top RIAs by Financial Advisor Magazine for 2023

*Asset Planning, Inc. was recognized as one of America’s Top Advisors by Financial Advisor Magazine (FA Magazine) in 2023 based on data reported as of December 31, 2022. The ranking was sponsored and published by Financial Advisor Magazine and is generally based on assets under management reported by participating firms and other information obtained from regulatory filings. No direct or indirect compensation was provided by Asset Planning, Inc. in connection with obtaining or using this ranking. This ranking is not indicative of investment performance and should not be construed as a guarantee or endorsement of our services. For additional information regarding the Financial Advisor Magazine ranking methodology, please click below.