RocketTheme Joomla Templates
Home

Accomplishing New Goals

Sandy & Carol, pictured below, racing in the Solvang Prelude 35 mile Bike Ride. This was a first time race for Carol. Congrats to both.

Solvang bike ride

 
Gail Moreno Memorial Charity Golf Tournament

BCA logoWe are pleased to present the third annual Gail Moreno Memorial Charity Golf Tournament. The event will be held on Saturday October 20nd, starting at 2pm, at Little Rec Golf Course in Long Beach. All proceeds will benefit The Breast Cancer Angels. Please visit GailMorenoMemorial.com for details. Our sincerest gratitude to our sponsors that help make this day possible.

 
Financial Planning Magazine

Sandra C. Field, CFP® does a photo shoot and interview for Financial Planning Magazine which is featured in April's issue.

 
Orange County Register

April 2012 - Carol Somoano, CFP is interviewed for and quoted in the Orange County Register's article Older Adults carry heavy burden of student loans.

 
Financial Planning Magazine

March 5, 2012

Sandy is quoted in Financial Planning Magazine discussing target date funds. Click Here to read the article.

 
Financial Planning Magazine
Sandra Field, MBA, CFP discusses separately managed accounts in the October 2011 issue of Financial Planning Magazine. Click here to read the article.
 
<< Start < Prev 1 2 Next > End >>

Page 1 of 2

DISCLOSURE: All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Investment advisers and their representatives may only transact business in a jurisdiction after licensure or satisfying qualifications requirements of that jurisdiction, or only after exclusion or exemption from the jurisdictions requirements. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

Asset Planning, Inc. is a registered investment adviser. More information about the firm and its principals can be obtained through www.adviserinfo.sec.gov the Investment Adviser Public Disclosure Site.