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Monthly Statements & Tax Reports

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We just want our clients to know that if you ever need a monthly statement or tax report from TD Ameritrade or Charles Schwab you can contact us or you can go on the TD Ameritrade or Charles Schwab websites and download the statements yourself. If you do not have a log on id for your accounts, please contact me (carols@assetplanninginc.com) and I will set you up for on-line viewing. The month end statements are usually available on-line 3 days after the month end. Normally this is not an issue, but it is tax season and we know you need your statements promptly. Also, if you do not feel comfortable doing this yourself, we can download the statements or reports for you and email, fax or mail them to you.

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About the author

Carol Somoano, MBA, CFP®

Carol Somoano, MBA, CFP®

Carol Somoano, MBA, CFP®
Financial Advisor

Carol Somoano, Vice President of Asset Planning Inc., is a Certified Financial Planner, CFP®, and is responsible for portfolio and financial plan analysis. Before Carol joined API, Inc in 2005 she worked as a management accountant for 15 years before deciding to concentrate on financial planning.  Carol obtained her B.S. in accounting from Cal Poly Pomona and her MBA from Cal State Fullerton.  She completed the UCI Financial Planning program and passed the CFP exam in March of 2004.  She is also a Notary Public and Realtor®. 

She is an active member of the Orange County Financial Planning Association and has participated in the OC Register Annual Financial Planning Hotline.  She is an active volunteer in her community and has received an Honorary and Continuing Service Award from the California State Legislature in 2003 and 2007.

Carol’s core values are client-focused, emphasizing long-term relationships built on confidence and trust.  She works diligently to increase her client’s net worth, plan for their future, and ultimately enhance their lives today.

Carol's hourly financial planning rate is $250. Carol's portfolio management fee is a maximum of 1% and is discounted for portfolios over $250,000.

PH: 714-827-5794 | Email Carol 

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