Asset Planning, Inc Blog

The latest from the team.

We're Growing!

Joey Akanksha

Asset Planning continues to grow and now our managed assets are just under 310 million dollars.

We deeply appreciate our clients referring new friends and family members to us. To keep up with our growth, we added two new team members.


Meet Joey Gonzales, our operations manager. Joey has over 10 years’ experience in the financial services industry working for both boutique and large RIA firms. As an Operations Manager, he enjoys building processes that help drive efficiency making the most of technology for the firm. He will also be working as a wealth manager research analyst. When Joey is not streamlining workflows, he enjoys traveling to Japan and perfecting his 10k run. Joey earned his bachelor degree from Azusa Pacific University and is currently pursuing his CFP® certification.


Our newest team member is Akanksha Arora and she is in her senior year at California State University, Fullerton as a Financial Planning student. She is focused on the financial planning process and helping clients reach their financial goals. She will be learning planning and observing in client meetings with all of us. Her ultimate goal is to take the CFP® exam next summer. While at CSUF she became president of the Finance Association and the Indian Student Association. In her free time, she loves to dance, cook new vegetarian recipes, and spend time with loved ones and her puppy by the beach.

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17 Hits

Happy Labor Day!

Happy Labor Day

In observance of Labor Day, our office will be closed Monday, September 2nd. We will resume normal business hours on Tuesday, September 3rd.

Wishing all of our clients a happy and safe Labor Day weekend!

 

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28 Hits

Thank You! Thank you! Thank You!

Wow, is all we can say! We were blown away by how many clients were able to make it to our Ice Cream Social this year. This is truly one of our favorite events of the year because we get to see our clients out of the office in a fun atmosphere all while eating delicious ice cream. Here are some pictures from the Ice Cream Social. If you weren't able to make it this year, we hope to see you at the next one!

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47 Hits

Sandy is Quoted in Financial Planning Magazine

On June 7, 2019, Sandy was quoted in an article in Financial Planning Magazine about the habits of highly successful advisors.

Check it out here!

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  92 Hits
92 Hits

Happy Anniversary Carol!

Today marks Carol's 14th year with API. We are a family here and we truly appreciate her and all she does for the company and our clients. We celebrated her today by surprising her with flowers and her favorite breakfast of bagels and lox with all the fixings. Cheers to many more years with Asset Planning!

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73 Hits

Congratulations Erin Nelsen!

We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.

Erins headshot for websites

https://www.assetplanninginc.com/erin-nelsen

 

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94 Hits

Wishing you a Happy Easter and Happy Passover!

Easter and Passover 2019.

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154 Hits

Happy Holidays!

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Christmas 2018 Blog Photo

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164 Hits

****Newsletter Correction****

In the Large Vacation and Purchase planning article the married couples income would need to be over $170,000, not 107,000 to see an increase in premiums. So sorry for any confusion this may have caused.

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317 Hits

Wedding Bells!

Kats Wedding Family Web

From left to right-Kimberly, Dexter, me, Kat, Luke, Jorge, Kyle

The highlight of my summer was the wedding of my youngest daughter, Kat, to my new son-in-law, Luke. They were married at Old Ranch Country Club in Seal Beach and it was a beautiful day! He is from Australia and we had quite a fun wedding with the visiting Aussie relatives. The whole family was involved in the wedding, even Dexter (our dog) – he was the flower dog! The planning and details that go into planning a wedding are intense and if you ever need any referrals for photographer, florist, etc. just let me know. We had a great team.    

 

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374 Hits

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