Sandra FieldCRD Number: 1419210
Current Firm: Asset Planning, Inc.
Sandra Field (CRD# 1419210) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 30 years of experience in the finance industry. Sandra Field has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Asset Planning Inc.||Los Alamitos, CA||Feb 1998 - Current||19|
|Financial Telesis||Sausalito, CA||Jan 1986 - Jan 1998||12|
Total Assets Under Management201MILLIONS
Total Number of Accounts631ACCOUNTS
Average Account Value$319,018
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services