Sandra Field, CFP®, has spent more than 25 years helping high-net-worth individuals and families make thoughtful decisions about their financial lives. As founder of Asset Planning, established in 1998, Sandra has built her career around a simple principle: truly understanding her clients comes before offering advice.
Her approach is personal, practical, and grounded in decades of experience. Sandra works closely with clients through the complexities that often accompany significant assets - from investment strategy and risk management to preserving what they have built and preparing for future generations. She is especially valued for her ability to bring perspective to complicated decisions and make the process feel clear and manageable.
Sandra earned her Master’s degree in Business from the University of Southern California (USC). Over the course of her career, she has earned the trust of successful individuals and families by combining deep industry knowledge with genuine care for the people behind the portfolios.
That sense of purpose carries into Sandra’s life outside the office. She is passionate about giving back and volunteers alongside her certified therapy dog, Lumi, visiting foster children and others who benefit from Lumi’s comfort and companionship.
Sandra brings to the InvestmentNews Advisory Committee the perspective of a longtime advisor, entrepreneur, and firm founder who understands both how the industry has evolved and what clients ultimately value most: trusted relationships, sound judgment, and advice that puts their lives and goals first.
To know more about Sandra, you may visit her LinkedIn profile and company website: https://www.assetplanninginc.com/
