Carol Somoano Email & Phone Number
Vice-President; Financial Planner and Advisor @ Asset Planning, Inc.
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Carol Somoano Location
- Los Alamitos, CA, US
Carol Somoano Work
- 2005 -now Vice-President; Financial Planner and Advisor @
- 1986 -1996 Accounting and Finance @ Disneyland
Carol Somoano Education
- UC Irvine 2001-2003
- Cal State Fullerton, College of Business and Economics 1992-1995
- California State Polytechnic University-Pomona 1982-1986
Carol Somoano Skills
- Personal Financial Planning
- Retirement Planning
- Financial Planners
- Estate Planning
- Investment Advisory
- Wealth Management
- Retirement
- Strategic Financial Planning
- Wealth
- Financial Advisory
- Asset Allocation
- Investment Strategies
- Asset Management
- Investments
- Series 7
- Securities
- Portfolio Management
- Wealth Accumulation
- Wealth Management Services
- Financial Planning
- Business Development
- Management
- Leadership
- Customer Service
- Finance
Carol Somoano Summary
- Carol Somoano, based in Los Alamitos, CA, US, is currently a Vice-President; Financial Planner and Advisor at Asset Planning, Inc.. Carol Somoano brings experience from previous roles at Disneyland. Carol Somoano holds a 2001 - 2003 UC Irvine. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Financial Planners, Estate Planning, Investment Advisory and more. Carol Somoano has 1 emails and 1 mobile phone numbers on RocketReach.
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