ASSET PLANNING, INC of LOS ALAMITOS, CA is an SEC-registered investment adviser (CRD 111535). Regulatory assets under management: $553.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Sandra Cheryl Field | PRESIDENT | — |
| Carol Somoano | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | Los Alamitos, CA |
| Erin Marie Nelsen | SECRETARY | — |
| FIELD SANDRA CHERYL | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/COMPLIANCE OFFICER | — |
| BURCH DIANE KAY | TREASURER; VICE PRESIDENT | — |
| PATRICK CAROL JOLENE | SECRETARY | — |
| SOMOANO CAROL | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| NELSEN ERIN MARIE | SECRETARY | — |