Sandra Field Email & Phone Number
Certified Financial Planner and Wealth Manager @ Asset Planning, Inc.
5 free lookup(s).
Sandra Field Location
- Los Alamitos, CA, US
Sandra Field Work
- 1986 -now Certified Financial Planner and Wealth Manager @
- 1997 -now Founder and CEO @ Asset Planning, Inc
- 1985 -1990 Stockbroker @ Baraban Securites
Sandra Field Education
- USC Marshall School of Business
MBA (Business, Finance)
1994-1996 - California State University, Long Beach
Bachelor of Science (Finance and Investments)
1984-1986
Sandra Field Skills
- Retirement Planning
- Strategic Financial Planning
- Investments
- Investment Advisory
- Asset Managment
- Wealth Management
- Investment Strategies
- Asset Allocation
- Investment Management
- Finance
- Asset Management
- Mutual Funds
- Retirement
- Financial Advisory
- Financial Planners
- Wealth
- Certified Financial Planner
- Wealth Management Services
- Financial Planning
- Portfolio Management
- Estate Planning
Sandra Field Summary
- Sandra Field, based in Los Alamitos, CA, US, is currently a Certified Financial Planner and Wealth Manager at Asset Planning, Inc.. Sandra Field brings experience from previous roles at Asset Planning, Inc and Baraban Securites. Sandra Field holds a 1994 - 1996 MBA in Business, Finance @ USC Marshall School of Business. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Investments, Investment Advisory, Asset Managment and more. Sandra Field has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Asset Planning, Inc. Employees
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Sandra Field
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