SOCAL PLANNERS, INC

Overview

Socal Planners, Inc. is an independent registered investment adviser that focuses on straightforward financial planning and portfolio management for individuals and small businesses. The firm runs a small, equity-focused practice: equities are the dominant allocation, delivered primarily through exchange-traded products and mutual funds. Fee arrangements are flexible—percentage of AUM, hourly engagements and fixed-fee work are all used—supporting both ongoing advisory relationships and discrete planning projects. Advisory services are paired with related business activities; the firm also operates as an insurance broker and provides accounting services. Those capabilities suggest clients may receive integrated advice that blends investment management, insurance solutions and tax-aware planning. Socal Planners does not identify as an ESG investor and is not positioned as a multi-state or institutional pension consultant.

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Location & Offices