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SOCAL PLANNERS, INC
SoCal Planners is a tax and financial planning firm based in Santa Clarita that helps clients build the best lives possible with the money they have.
SOCAL PLANNERS, INC
SoCal Planners is a tax and financial planning firm based in Santa Clarita that helps clients build the best lives possible with the money they have. Services include personalized tax-saving strategy, investment planning and management, and comprehensive financial plans combining tax strategy, investment planning, budgeting, and retirement guidance. The firm serves individuals, families, and small businesses and emphasizes guidance rather than selling products.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Valencia
Principals
Christopher D. Munchhof
Sector focus
Frequently asked questions
What is SOCAL PLANNERS, INC?
SOCAL PLANNERS, INC is a ria headquartered in Valencia, United States.
When was SOCAL PLANNERS, INC founded?
SOCAL PLANNERS, INC was founded in 2012.
Where is SOCAL PLANNERS, INC headquartered?
SOCAL PLANNERS, INC is headquartered in Valencia, United States, in the North America region.
What does Altss track for SOCAL PLANNERS, INC?
Altss maintains an OSINT-verified profile of SOCAL PLANNERS, INC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is SOCAL PLANNERS, INC's website?
SOCAL PLANNERS, INC's public website is socalplanners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is SOCAL PLANNERS, INC?
SOCAL PLANNERS, INC is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on SOCAL PLANNERS, INC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was SOCAL PLANNERS, INC's Altss profile last updated?
SOCAL PLANNERS, INC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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