Financial Planning Analyst
Akanksha started with Asset Planning. Inc. in September 2019. Thereafter, she graduated Summa Cum Laude from California State University, Fullerton in May 2020 concentrating in Finance with a certification in Personal Financial Planning before starting full-time with Asset Planning. At Cal State Fullerton, Akanksha was the President of the Finance Association and President of the Indian Student Association where she harnessed her love for team work and meeting with new people.
In her free time, Akanksha loves to dance, cook vegetarian food recipes, go on road trips, and try new coffee shops.
Akanksha currently holds the FINRA Series 65 Registered Investment Adviser License and is pursuing her CFP designation. As well, she is currently a M.B.A. student at Cal State Fullerton. She looks forward to continuing on the path of becoming a Fee-Only Advisor with Asset Planning.