Profile
Sandra Field, CFP®, founded Asset Planning in 1998 with a simple philosophy: financial planning should be personal, thoughtful, and built on trust. With a master’s degree in business from the University of Southern California and more than two decades of experience, she has become a respected advisor to high-net-worth individuals and families seeking clear guidance through complex financial decisions.
Known for her calm, hands-on approach, Field works closely with clients to help them protect and grow their wealth while staying focused on what matters most to them: family, security, and legacy. Her long-standing client relationships reflect both her expertise and genuine commitment to the people she serves.
Outside of her work, Field is passionate about giving back to the community. She volunteers alongside her service dog, Lumi, visiting foster children and bringing comfort, connection, and encouragement to those who need it most. Whether in her professional or personal life, she leads with compassion, integrity, and a deep belief in helping others feel supported and empowered.
4281 Katella Ave, Suite 203, Los Alamitos, CA 90720
714 827 5794
sandra@assetplanninginc.com
linkedin.com/in/sandra-field
assetplanninginc.com
Sandra Field
President
Asset Planning
Read on
Special Report
Home
Bio
Milestones
1986
1994–1996
1998
2020–2026
Present
Earned the Certified Financial Planner (CFP) designation
1986
Completed Master of Business Administration, University of Southern California
1994–1996
Founded Asset Planning
1998
Named a Forbes Top Women Wealth Advisor for five consecutive years
Recognized for a strong commitment to animal welfare and the protection of oceans and the environment
2020–2026
Lead Advisor and Principal at Empirical Wealth Management since 2025
Present
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.