Committed to Making an Impact and Leaving a Legacy in Our Local Community
Asset Preservation Strategies, Inc., (APS) is committed to making an impact and leaving a legacy in the local San Diego community.
Leading from our core values of philanthropy, family, and independence, and taking a cue from the generosity of our most charitable clients, we believe it’s important to stay involved and support causes that make our local community a better place for everyone.
Our president, Monica Szakos Cramer, is passionate about giving back and giving a voice to those who cannot speak for themselves. Combining her love for animals and the love that they give humans in return, Monica has made it her and APS’s priority to support local Humane Societies, rescue groups, and assistance dog groups through donations and volunteering.
Press
March 2025
Greg Banner and Monica Szakos Recognized in the LA Times’ Banking & Finance Feature
November 2024
Asset Preservation Strategies, Inc. Honors Commitment to Giving Back to San Diego Community
November 2023
Asset Preservation Strategies Inc. Fuels Sustainability with Donation to Trees for the Future
November 2023
San Diego Business Journal
Monica Szakos Named as Finalist for San Diego Business Journal’s Business Women of the Year
March 2022
California Business Journal
Charitable Planning Opportunities In 2022 … And Beyond
March 2022
Asset Preservation Strategies, Inc. and Team of Partners Recognized as Five Star Wealth Managers
January 2022
Asset Preservation Strategies Inc. Raises Impactful Funding for Rady Children’s Hospital
November 2021
Asset Preservation Strategies Inc. Sponsors HOPE Telethon Benefiting Helen Woodward Animal Center
July 2021
Asset Preservation Strategies Inc. Celebrates 1% Pledge Giving Back to the San Diego Community
Spotlight Sponsorship
October 2019 – Sponsorship of Rosa. Rescued by Animal Hope & Wellness
Rosa’s Story
Rosa helplessly laid in a ditch in Mexico waiting for someone to come to her rescue.
This little girl is Rosa. She was living in Mexico when a lady found her lying in a ditch all alone. Rosa was so scared, unable to walk, clearly suffering from neuroglial trauma. Though her rescuer had limited financial means, she did everything she could to help Rosa, including daily physical therapy. She wanted the best for Rosa, and as hard as it was for her, she allowed Animal Hope and Wellness Foundation bring her to the United States to help improve her life.
Not only is she suffering from neurological damage, but she has displaced sockets in both hind legs. She has level 4 extremity on one leg; and the other is a 2/4. Though she is not in pain, we would love for her to be able to walk. She is a candidate have surgery for the repair, but the bigger issue is her neurological damage right now. She is currently on medication, supplements and a special diet to help with her joints and neurological damage—however, one of her eyes is unresponsive to movement and we need to get her an MRI.
Rosa has come a long way from a ditch in Mexico and we don’t want to let her down.
How We Serve
Every year, Asset Preservation Strategies sets aside a portion of our revenue to help support the local community. We’ve taken the 1% pledge to share at least 1% of our time and profits through philanthropy.
We encourage our associates to pursue their passion for service and volunteer their time to support the causes and organizations that matter most to them.
Want to get involved or recommend an event or organization you would like APS to sponsor?
We invite you to learn more and enjoy photos from some of the organizations and events we’ve sponsored in recent years.
Involvement
Promises2Kids
We at APS are honored that we were recently able to donate to Promises2Kids. This wonderful charity helps provide love and safety to children that have been saved from homes where they have experienced abuse or neglect. For over 35 years, they have provided current and former foster youth in San Diego County with the tools, opportunities, and guidance they need to address the circumstances that brought them into foster care, overcome the difficulties of their past, and grow into healthy, happy and successful adults. If you would like to learn more about them or donate, click the link here!
San Diego Food Bank
We are honored to have been able to help the San Diego Food Bank recently. This charity does incredible work to keep families and individuals in need fed with nutritious food, advocate for the hungry, and educate the public about hunger-related issues. It is part of the largest hunger relief program in San Diego and feeds 350,000 people every month on average. If you’d like to learn more about them or donate, click the link here!
September 28, 2019 – PurpleStride 5k for Pancreatic Cancer
APS took part in the San Diego PurpleStride 5K Walk for Pancreatic Cancer.
July 19, 2019 – Helen Woodward Animal Center Grand Opening of new adoption center
Monica attended the grand opening of the new Adoption Center at the Helen Woodward Animal Center this past Sunday. You can watch a time-lapse of the construction here: http://ed.gr/bpq5c
July 13, 2019 – Road Dogs & Rescue Fundraiser
Monica attended a fundraiser for Road Dogs & Rescue.
July 2, 2019 – Virtual Kitten Shower by the San Diego Humane Society
Did you know that the San Diego Humane Society’s Kitten Nursery has nearly 3000 kittens, all in need of bottles, food, and daily care items? Monica recently participated in their “Virtual Kitten Shower,” and you can help too by contributing to their registry. http://ed.gr/bgcaj
Jun 12, 2019 – San Diego Moms Blog
As a part of the San Diego Mom’s Blog, Sandra Gansch participated in Bloom, a national event for new and expecting moms. It featured several vendors and information for new and expecting parents as well as photographers that took maternity shots and infant pictures. Sandra Gansch is a contributing writer for the San Diego Mom’s Blog. Here are a couple of the articles she’s contributed: https://sandiego.citymomsblog.com/mom/meat-juice/, https://sandiego.citymomsblog.com/discover-san-diego/ramona-hidden-gem/
June 8, 2019 – Spring Fling Gala by the Helen Woodward Animal Center
Asset Preservation Strategies sponsored the Helen Woodward Spring Fling Gala held on Saturday, June 8th at the Fairbanks Ranch Country Club. All profits from the gala go to support the animals and programs at the Helen Woodward Animal Center. https://sandiego.citymomsblog.com/mom/meat-juice/, https://sandiego.citymomsblog.com/discover-san-diego/ramona-hidden-gem/
June 2, 2019 – Team in Training 100 mile Cycle in Lake Tahoe by the Leukemia & Lymphoma Society
John decided to fundraise for the Leukemia & Lymphoma Society by cycling in America’s Most Beautiful Ride on June 2nd, 2019 at Lake Tahoe. He is a cancer survivor, having been diagnosed with Lymphoma in 1991. He received 28 radiation treatments and very fortunately been symptom-free ever since. However, this is not the experience of most who are diagnosed with either leukemia or lymphoma. He raised $10,356.28 and his team raised $32,208.00.
June 1, 2019 – Bullies Uncorked by the Southern California Bulldog Rescue
On June 1st, Monica and Adam attended Bullies Uncorked, an event that benefited the Southern California Bulldog Rescue. 100% of proceeds went to help care for the over 100 dogs in their care.
May 25, 2019 – Harbin SHS Spring Benefit by SHS Animal Rescue
Monica attended the Harbin SHS Spring Benefit this past weekend. Harbin SHS Animal Rescue in Harbin, North-East China rescues dogs and cats from slaughterhouses and shelters.
May 2019 – American Diabetes Association
Over the past 7 years, John Jenkins, our CEO, has raised over $50,000 for the American Diabetes Association by riding in the Tour de Cure. John’s daughter is a Type 1 Diabetic. He attributes the success of his fundraising to the generosity of his friends and family.
May 2, 2019 – Lupus Foundation of Southern California
Janet Silva attended the UCSD AMSA 10th Annual Health Fair as a representative of the Lupus Foundation of Southern California where she serves on the board of directors for Community Outreach. The free event was to educate low-income and underserved families in San Diego about health-related issues and practices. Janet is pictured here, second from the left.
April 28, 2019 – Foundation for Animal Care & Education (FACE) Bags’n’Baubles
Event sponsors for 9th Annual Bags ‘n’ Baubles.
April 18, 2019 – Helen Woodward Animal Center
We are proud to be sponsors of the Helen Woodward Animal Center. Remember Me Thursday is a global awareness campaign meant to shed a light on orphan pets living in shelters with the goal for them to be adopted into forever homes, not die waiting for them. Remember Me Thursdays is observed by the Helen Woodward Animal Center, an organization near and dear to the hearts of Monica, Sandra, and all of us at Asset Preservation Strategies.
March 2, 2019 – The Compassion Project Gala by the Animal Hope & Wellness
Monica attended The Compassion Project Gala presented by the Animal Hope and Wellness Foundation and Animal Hope in Legislation. This event featured a cruelty-free fashion show and highlighted the group’s legislative acts, and the scope and work surrounding the Foundation.
