Trusted Financial Advisor

Ms Carol A Somoano CFP

Ms Carol A Somoano CFP

Asset Planning, Inc.

10833 Valley View St Ste 470, Cypress, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Sudden Wealth Management, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor