Planned Asset Management is an independent, registered investment advisor based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. Our team of financial advisors serves clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution.
We pride ourselves on experience, professionalism, and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client’s income, minimizing estate and income taxes, and increasing their overall net worth, all with special attention paid to personal service.
Prepare for the road ahead with the help from your own financial concierge with Planned Asset Management.
Contact us today for a no-cost, no-obligation first meeting.
We're here for you
With over 95 years of professional service among our team, we pride ourselves on our commitment to you.
Learn about our story
Our entire team works together always acting in your best interest, meeting your goals and objectives for over 38 years.
Get to know our team
When you work with us, you are part of the family. We value personal connection to give you quality service.
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Our Approach
Before you give any financial planner a dime in business, be sure you can give him something much more important...
YOUR TRUST