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Carol Somoano

Asset Planning, Inc.

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About Carol Somoano

Carol Somoano is a financial advisor with Asset Planning, Inc., a firm located in Cypress, California. Carol has been in the industry since May 2005 and holds a Certified Financial Planner designation. Carol currently holds registrations in both California and Texas, and has been active as an investment advisor representative for over 18 years.

Firm Information

Carol Somoano is currently registered with Asset Planning, Inc.. Asset Planning, Inc. is an investment advisor headquartered in Cypress, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $446 million in regulatory assets under management.
Asset Planning, Inc.

10601 WALKER STREET

CYPRESS, CA 90630

$446.50M

Assets Under Management

8

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carol Somoano’s Registration & Firm History

CA

11/14/2024 - Present

Asset Planning, Inc. (CYPRESS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carol Somoano.
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