Asset Planning Inc.
10833 Valley View St
Cypress, CA 90630
Our founder and president, Sandra Field, is a Certified Financial Planner and an active professional in the financial services industry for over 25 years. 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 and named one of the nation's leading wealth managers by Bloomberg "Wealth Manager" magazine.
She specializes in pre and post retirement issues including budgeting, investing, IRA and 401K rollovers, financial planning and retirement plan distributions.
We offer a team of CFPs & CPAs that are experts in:
Active Asset Portfolio Management
Pension & 401K Rollovers
Hourly Financial Planning
Taxes & Estate Planning
Portfolio & Investment Review