About My Practice
Asset Planning, Inc. provides financial planning and asset management services to individuals, businesses and trusts. With nearly 60 years of combined financial services experience, our staff is fully qualified to offer investment advice, portfolio management services, and financial planning to both pre and post retirement clients.
Financial Planning
We offer either comprehensive or modular financial planning. We take the time to understand your needs and money-based goals, then work hard to not only help you reach those goals, but also provide you with the knowledge to play an active role in your investment choices.
Asset Management
As a registered investment advisory firm, the cornerstone of our services is investing assets to maximize your returns so that your money-based goals can come true. We advise individuals, trusts, pension plans, and small business owners on the investment of their funds.
Experience
8 years as a Certified Financial Planner and 15 years in Accounting/Finance
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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