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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.
Overview
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
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