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

Carol A. Somoano, CFP®

MBA

VICE PRESIDENT

Asset Planning, Inc.

10833 Valley View St, Suite 470
Cypress, CA 90630-5062
(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 Cypress, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 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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