Asset Planning, Inc.

Asset Planning, Inc. Financial Planning & Asset Management Asset Planning, Inc. provides financial planning and asset management services to individuals, businesses and trusts.

We are a fee-only fiduciary advisory firm and a member of NAPFA.

Happy Father's Day to all the dads, stepdads, grandpas, papas, and everyone else who has stepped up to be a positive rol...
06/21/2026

Happy Father's Day to all the dads, stepdads, grandpas, papas, and everyone else who has stepped up to be a positive role model in a child's life. Your guidance, support, and love help shape future generations, and we appreciate all that you do. Wishing you a wonderful Father's Day!

— Asset Planning 💙

Honoring Juneteenth Today we recognize Juneteenth — a day that commemorates freedom, resilience, and progress.In honor o...
06/19/2026

Honoring Juneteenth

Today we recognize Juneteenth — a day that commemorates freedom, resilience, and progress.

In honor of the holiday, our office will be closed on Friday, June 19th. We will resume normal business hours on Monday, June 22nd.

🥰 The Team at Asset Planning Inc.

Real estate fraud is becoming more common — especially scams targeting homeowners and seniors.Watch for unexpected prope...
06/03/2026

Real estate fraud is becoming more common — especially scams targeting homeowners and seniors.

Watch for unexpected property documents, unfamiliar loan notices, or requests to sign paperwork you don’t fully understand. Staying informed is one of the best ways to protect your home and financial future.

Protect what matters most. 🏡

Come join us as Bob Bernardo discusses the ins and outs of Medicare! Bring a friend looking for information as well. All...
06/02/2026

Come join us as Bob Bernardo discusses the ins and outs of Medicare! Bring a friend looking for information as well. All are welcome!

Asset Planning team is sending best wishes to those affected by the Garden Grove Fas Leak. Friendly reminder that emerge...
05/29/2026

Asset Planning team is sending best wishes to those affected by the Garden Grove Fas Leak.

Friendly reminder that emergency preparedness starts before an emergency happens.

Keep important documents accessible, review your insurance coverage regularly, and have a simple emergency plan in place for your family. Small steps today can make a big difference during unexpected situations.

Stay prepared. Stay safe. 💙

Today, we honor the brave souls who gave everything for our freedom.In observance of the holiday, our office is closed. ...
05/25/2026

Today, we honor the brave souls who gave everything for our freedom.

In observance of the holiday, our office is closed. We will resume normal business hours tomorrow.

Happy Mother's Day! ❣️💖
05/10/2026

Happy Mother's Day! ❣️💖

Ever see terms like P/E, PEG, ROE, or Debt-to-Equity and wonder what they actually mean? 📊These common financial ratios ...
04/27/2026

Ever see terms like P/E, PEG, ROE, or Debt-to-Equity and wonder what they actually mean? 📊

These common financial ratios are simply tools used to measure things like a company’s value, growth, profitability, and debt levels. This is helpful knowledge when reading market headlines, company news, or financial articles.

Address

4281 Katella Avenue, Ste 203
Cypress, CA
90720

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12:30pm

Telephone

+17148275794

Website

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