Carol A. Somoano,  CFP<sup>&reg;</sup> - Financial Advisor

Carol A. Somoano, CFP®

MBA

VICE PRESIDENT

Asset Planning, Inc.

4281 Katella Ave, Suite 203
Los Alamitos, CA 90720-6510
(714) 827-5794

General

Carol Somoano is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Asset Planning, Inc. in Los Alamitos, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MBA

Insurance Licenses

  • Life insurance: CA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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