Asset Planning, Inc., located in Los Alamitos, CA, is a reputable financial advisory firm celebrating its 25th anniversary. Recognized for their expertise, the team includes Sandy, a top wealth advisor listed by Forbes, and Bob Bernardo, a Medicare specialist who recently conducted an informative webinar on Medicare basics.
Named one of the fastest-growing women-owned RIAs in the nation, Asset Planning offers a range of services including investment management, financial planning, and educational resources. With a commitment to serving clients in Los Angeles County and Orange County, the firm prides itself on providing trusted financial advice and personalized solutions.
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