# SOCAL PLANNERS, INC

SOCAL PLANNERS, INC is a RIA based in Valencia, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Valencia, United States
- **Region:** North America
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** https://socalplanners.com

## Regulatory record

- **CRD number:** 173062
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173062

## About

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.

## Sectors

- individuals, families, and small businesses

## People

- Christopher D. Munchhof

## Related profiles

- [SOARES FINANCIAL, INC.](https://altss.com/profile/soares-financial-inc)
- [SOL Financial](https://altss.com/profile/sol-financial)

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Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/socal-planners-inc

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