Our offices will be closed on Monday, December 26th. We will resume normal business hours on Tuesday, December 27th.
Our offices will be closed on Monday, December 26th. We will resume normal business hours on Tuesday, December 27th.
Last month Melani began working on coursework to become a Registered Paraplanner. She is scheduled to finish the program in early 2017 and will enable her to be more involved in assisting the CERTIFIED FINANCIAL PLANNERS™ in constructing plans for our clients. We are excited for her to earn this certification as it will help better assist our client needs.
We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.
Asset Planning, Inc. now has reserved parking spots for our clients. They are located near the building's back entrance and have "Reserved for API/H+B" painted on them.
Please feel free to use them next time you come see us!
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.
On October 10th, we will be hosting our 6th Annual Gail Moreno Golf Tournament. All the proceeds of this tournament will benefit the Breast Cancer Angels.
We will be playing golf at Little Rec Golf Course in Long Beach with a shotgun start at 1pm and celebration, raffle, and food to follow. Asset Planning will pay for clients and 1 guest. All additional players are $60 per person.
We also have a Golf Ball Draw. Participants pay a $10 donation for the chance to win $300.
If you would like to play golf or participate in our Golf Ball Draw please contact Samantha at sjg@assetplanninginc.com. You can make your donation via PayPal by visiting the link below or by sending us a check made out to Breast Cancer Angels.
If you would like more information about the Breast Cancer Angels, their website is:
Carol was asked to be the Financial Planner for the latest LA Times Money Makeover.
Click here to see the article or copy and paste the link below.
http://www.latimes.com/business/la-fi-money-makeover-ramsey-garcia-20150814-story.html
Asset Planning, Inc. makes Financial Advisor Magazine's top RIA, Registered Investment Advisor, 2015 ranking.
Click here for the link.
Please join Asset Planning in supporting Malawi Project Inc. We are collecting empty medicine bottles for "Medicine Bottles for Malawi." The purpose of this is to supply the pharmacies and hospitals in Malawi with containers for dispensing medicine to their patients. Currently pharmacies and hospitals don't have anything to wrap medicine in except for torn pieces of paper, which means unclean medicine for patients.
If you would like to donate your old medicine bottles, please send them to Asset Planning by mail or drop them by our office. We will forward them on to Malawi Project.
Please remove the labels before donating.
We successfully raised $15,000 with our Annual Gail Moreno Golf Tournament with the proceeds being donated to Breast Cancer Angels! Thank you to all of our sponsors and everyone who participated in the tournament!
In late January, Sandy flew to Florida to attend the ETF Conference and Carol attended the annual TD Ameritrade Conference in San Diego. These conferences help us to stay on top of the latest trends and connect with other advisors and professionals.
One more piece of news: Asset Planning will not send out money with an email request. Please call the office to request funds. If you do send an email, our office will call you to confirm the request. This is due to hackers sending email requests for funds using client information. Phone verification allows us to protect you and your funds.