Asset Planning Inc.

Asset Planning, Inc. (API) is a Fee-Only registered investment advisor with the SEC and over 250 million dollars under management.  API takes a team approach to your investment and tax advice needs, combining the expertise of Certified Financial Planners with CPAs. See www.AssetPlanningInc.com for more information on the firm.  With three Certified Financial Planners and four CPAs, we have experts in each area of planning: Trusts and estates, investing, divorce planning, retirement planning, budgeting for sending kids to college and how to do it all are areas we cover. 

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This Office

10833 Valley View St Ste 470 Cypress, CA 90630-5062 Phone: (714) 827-5794 Fax: (714) 995-4992

Primary Office

10833 Valley View St Ste 470 Cypress, CA 90630-5062 Phone: (714) 827-5794 Fax: (714) 995-4992