Asset Planning

Financial Services • Cypress, California, United States • 1-10 Employees

Company overview

Headquarters	10833 Valley View Street, Suite 470, Cypress, California 90630, US
Phone number	+17148275794
Website	assetplanninginc.com
NAICS	52
SIC	628
Keywords	Retirement Planning, Investment Management, Divorce Planning, Recent Widow Planning
Founded	1998
Employees	1-10
Socials

Key Contact at Asset Planning

Carol Somoano

Vice-President; Financial Planner and Advisor

Asset Planning Email Formats

Asset Planning uses 1 email format. The most common is {first initial} (e.g., j@assetplanninginc.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@assetplanninginc.com	100%

About Asset Planning

Asset Planning, Inc. (API) is a Fee-Only registered investment advisor (RIA) located in Orange County, CA. API takes a team approach to your investment, financial planning, and tax advice needs, combining the expertise of Certified Financial Planners with CPAs. Founder of Asset Planning listed in Forbes Top 1,000 Women Wealth Advisors, 2020. Visit our Website: www.AssetPlanningInc.com Email Us: Info@AssetPlanningInc.com Follow us online: Instagram: @AssetPlanning Facebook: Asset Planning, Inc.

Asset Planning revenue & valuation

Annual revenue	$11,200,000
Revenue per employee	$2,228,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$35,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Asset Planning has never raised funding before.

Asset Planning Tech Stack

Discover the technologies and tools that power Asset Planning's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Joomla

CMS

SoundManager

JavaScript libraries

Spin.js

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

MooTools

JavaScript frameworks

jQuery Migrate

JavaScript libraries

Bootstrap

UI frameworks

Google Analytics

Analytics

RSS

Miscellaneous

ResponsiveVoice

Miscellaneous

Frequently asked questions

Asset Planning is located in Cypress, California, US.

You can reach Asset Planning at +17148275794.

Asset Planning was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Asset Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Asset Planning

Carol Somoano

Vice-President; Financial Planner and Advisor

4.8

40,000 users