API Updates You’ll Actually Want to Read
API Awards & Achievements
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![Cover of Forbes magazine featuring a smiling older woman with reddish hair in a light purple blouse, promoting the Top Women Advisor Summit held May 14-16, 2023 at Eau Palm Beach Resort & Spa.]()
Congratulations to Sandra Field, CFP®, MBA — Named a Forbes Top Women Wealth Advisor in California 2025!
With over 11,400 nominations and only a small fraction selected as “Best‑In‑State,” Sandy's recognition places her among the elite in Southern California. If you are interested in learning more, please visit the Forbes website below.
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![Cover of a report titled 'Top Women Wealth Advisors Best-in-State' by Asset Planning Inc., with a black background and white and blue text.]()
Forbes Top Women Wealth Advisors 2024
In times of market volatility and changing economic conditions, having an experienced financial advisor to guide investors is invaluable. The Forbes/SHOOK Top Women Wealth Advisors Best-In-State list, which features 1,991 women managing a combined $2.8 trillion in assets, highlights the expertise and leadership of women in the financial advisory industry.
For another year, Sandra Field and the Asset Planning Team has been highlighted in the best-in-state list! Thank you to our clients for putting their trust in us and allowing us to do what we love - helping you!
Click the button below to read more to learn about this distinction and how the advisors are meticulously selected.
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![Gold and red badge graphic with text indicating '2025 Top Advisors' from InvestmentNews, featuring stars and a ribbon design.]()
Top Financial Advisor in the USA 2025
Sandy is listed as a Top Financial Advisor in the USA by Investment News
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![Colorful background with a white circle in the center containing text that reads "FA RIA Survey & Ranking 2024," with a small crown on the letter "R".]()
Financial Advisor 2024 America's Top RIA's
Asset Planning was ranked in Financial Advisor’s Top RIAs
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![Cover of a magazine featuring a large gold medal with a blue ribbon, with the text "FA's RIA Survey & Ranking 2023." Includes logos of Allspring and Commonwealth, and mentions the July/August 2023 issue.]()
America's Top RIAs 2023
Asset Planning has been ranked as one of America’s Top RIAs by Financial Advisor Magazine for 2023
Events & Experiences
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![Two women sitting on director's chairs on a stage with purple backdrop that reads 'TEAMS SUMMIT,' flanked by large potted plants, at the Barron's Advisor TEAMS Summit held at the JW Marriott in Los Angeles from April 9-11, 2025.]()
Barron's Advisor Teams Summit
This month, Sandy and Melani went to the Barron's Advisor Teams Summit in Los Angeles. The Barron’s Advisor Team Summit is an exclusive event that unites the top minds in wealth management for a powerful exchange of ideas, strategies, and leadership insights. The summit is designed to gather successful peers to share ideas o how to build a premier team and practice.
April 2025
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![Group of eight women standing in front of a decorated Christmas tree inside a restaurant or cafe, with holiday-themed border featuring Santa faces, reindeer, and Christmas trees.]()
Happy Holidays from API!
The API team celebrating at at their annual holiday lunch.
December 2024
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![Group of seven women posing in front of a decorated Christmas tree with ornaments and lights, Christmas-themed border, and a "Happy Holidays!" message at the top.]()
Holiday Cheer from Us to You!
Our annual holiday lunch. A time to celebrate and appreciate our wonderful team.
December 2023
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![A collage of six photos from a breast cancer awareness event with pink-themed decorations, including a pink ribbon in the center.]()
Gail Moreno Golf Tournament
Asset Planning clients and staff gather to play for a good cause. All proceeds benefit Breast Cancer Angels.
October 2023
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![Collage of women celebrating the 25th anniversary of asset planning, featuring group photos, cycling, and social events.]()
Asset Planning's 25th Anniversary
In 2023 Asset Planning turned 25!
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Charcuterie Zoom
API hosted a Charcuterie building tutorial via Zoom for our clients and it was a blast!
July 2021
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![Man wearing a beige cap and glasses holding a glass of white wine or champagne indoors.]()
Wine Tasting Zoom
During Covid we thought is would be nice to host a wine tasting event with our expert Jules teaching us all about wine and different pairings.
September 2020
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![Four women standing together at an event, holding colorful speech bubble signs with messages related to sweets and desserts. The background features a white wall with a logo pattern.]()
3rd Annual Ice Cream Social
Clients and staff gather to eat ice cream and mingle during our summer ice cream social.
July 2019
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![Collage of people at an open house event, smiling and socializing indoors, with decorations and food setups.]()
API Open House
API hosted an open house in our new office for our clients. We appreciated everyone’s patience during our transition and it was nice to see familiar faces again. A great time was had by all!
August 2025
