Asset Planning, Inc Blog

The latest from the team.

1 minute reading time (91 words)

We are moving our office

Monday, 08 December 2008

1652 Hits

We are finally moving into our new offices. On Tuesday and Wednesday, the furniture and mounds of boxes are moving. Our telephones and email are expected to be working on Thursday, December 11th. Our telephone number is the same. The new address is 10833 Valley View Street, Suite 470 Cypress, Ca 90630. The office is just off the corner of Katella and Valley View, behind the El Torito.

Bear with us in responding to missed telephone calls and emails during our move.... we will respond as quickly as we can.

Sandy

About the author

Sandra Field, MBA, CFP®

Sandra Field, founder, of Asset Planning Inc. (API), is a Certified Financial Planner and has been an active professional in the financial services industry for over 23 years. She is recently named as one of nation's leading wealth mangers by Bloomberg "Wealth Manager" magazine.

A Southern California native, Sandra graduated from California State University Long Beach with a Bachelor of Science in Finance and from University of Southern California with a Masters in Business Administration.

Sandra is a member of NAPFA (National Association of Personal Financial Advisors) and the Financial Planning Association. Sandra has served on the board of directors for the Orange County Chapter of FPA. Well respected in the industry, she is a featured financial advisor for the LA Times "Money Makeovers" as well as for the "One On One" column in the Orange County Register. In addition, Sandra serves on the Mutual Fund Panel of Experts for the Orange County Register Newspaper. She is also an active member of the community, serving as past President of the Seal Beach Chamber of Commerce, past Vice President of Finance on the Board of Directors for the American Cancer Society, and past Business Advisor to the City of Seal Beach.

Last but not least, she is a featured speaker at many public and private functions such as AAII (American Association of Individual Investors), Cal State Univ. Long Beach, EWGA and USC. She recently spoke at the WISE (Women In Securities & Education) conference, conducting a live money makeover before 400 women.

Whether she is assisting clients to reach their retirement goals or selecting the right investments for clients, education is at the core of Sandra's philosophy. She emphasizes the importance of developing a relationship with and educating clients, placing the utmost importance on helping them reach their goals, whatever they may be.

Asset Planning, Inc Blog

We are moving our office

About the author

Sandra Field, MBA, CFP®

Author's recent posts

Search Blogs Module

Latest Blogs

Blog Categories