J Morey

Sandra Field, founder, President and CEO of Asset Planning Inc. ( API ), is a Certified Financial Planner and has been an active professional in the financial services industry for over 23 years. She is recently named as one of nation's leading wealth mangers by Bloomberg Wealth Manager magazine. She specializes in pre and post retirement issues including budgeting, investing, lump sum rollovers, financial planning and retirement plan distributions. A Southern California native, Sandra graduated from California State University Long Beach with a Bachelor of Science in Finance and from University of Southern California with a Masters in Business Administration. She is licensed by the State of California to provide advice on insurance products. Sandra is a member of NAPFA ( National Association of Personal Financial Advisors ) and the Financial Planning Association. Well respected in the industry, she is a featured financial advisor for the LA Times "Money Makeovers" as well as for the "One On One" column in the Orange County Register. In addition, Sandra serves on the Mutual Fund Panel of Experts for the Orange County Register Newspaper. She is also an active member of the community, serving as past President of the Seal Beach Chamber of Commerce, past Vice President of Finance on the Board of Directors for the American Cancer Society, and past Business Advisor to the City of Seal Beach. Last but not least, she is a featured speaker at many public and private functions such as AAII ( American Association of Individual Investors ), Cal State Univ. Long Beach, EWGA and USC. She recently spoke at the WISE ( Women In Securities & Education ) conference, conducting a live money makeover before 400 women. Sandra has served on the board of directors for the Orange County Chapter of FPA. She continues in her eighth year on the American Cancer Society Women's Golf Classic committee and has participated in the Kiplinger's and OC Register's Financial Planning Hotline. Whether she is assisting clients to reach their retirement goals or working with clients on budgeting and cash flow to reduce debt, education is at the core of Sandra's philosophy. She emphasizes the importance of developing a relationship with and educating clients, placing the utmost importance on helping them reach their goals, whatever they may be. Carol Somoano, Vice President of Asset Planning Inc., is a Certified Financial Planner, CFP, and is responsible for portfolio and financial plan analysis. Before Carol joined API, Inc in 2005 she worked as a management accountant for 15 years before deciding to concentrate on financial planning. Carol obtained her B.S. in accounting from Cal Poly Pomona and her MBA from Cal State Fullerton. She completed the UCI Financial Planning program and passed the CFP exam in March of 2004. She is also a Notary Public, Realtor and a Registered Investment Advisor Representative. She is an active member of the Orange County Financial Planning Association and has participated in the OC Register Annual Financial Planning Hotline. She is an active volunteer in her community and has received an Honorary and Continuing Service Award from the California State Legislature in 2003 and 2007. Carol's core values are client-focused, emphasizing long-term relationships built on confidence and trust. She works diligently to increase her client's net worth, plan for their future, and ultimately enhance their lives today. Diane K. Burch, Treasurer of Asset Planning, Inc, Diane specializes in small business issues, options and closely held stock, divorce planning, and tax consequences relating to settlements. She has worked as a Certified Public Accountant for over 20 years. A long time Orange County resident, she obtained her Bachelor of Science in Accounting from California State University, Long Beach. Diane is a member of the American Society of Certified Public Accountants and the California Society of Certified Public Accountants. Active as a commu