1 minute reading time (232 words)

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.

Update: Cell Phone SIM Swap Scam
Cell Phone SIM Swap Scam

Related Posts

Search Blogs Module

Wait a minute, while we are rendering the calendar
2018 IRA contributions contribution limit increase notary services pet industry retirement plans Asset Planning cell phones pets tax deadline relief efforts California Lions Friends scams phishing scams email notifications July 4 Medicare drive /usb tax season April 11 estate planning direction Fox News story Two-Step Verification fun facts Notary Public checklists Legal robocalls 20 year anniversary Wells Fargo customers Orange County Superior Court privacy settings Erin Nelsen cell phone SIM swap scam Affordable Care Act Facebook profile Federal Trade Commission website cell phone provider https :// gap insurance Shred paperwork fees June 29 disaster areas summer FEMA website 401K identity theft retirement estate Medicare question retirement accounts settlement options D premiums ice cream event identity thieves self-help topics Open House Retirement Contribution Limits Medicare plan memorial Day weekend April 18 2017. “ skimmer ”. card reader IRA accounts 70 1/2. credit freeze Wells Fargo employees Roth IRA Ice Cream Social portal credit cards spam phone EEChecklist-Kits.pdf stockpilingchecklist.pdf phone banking Financial Planning Magazine hurricane Dorian pet birth certificates credit card company house sitter ID card Part D premiums . cell phone carriers insurance policy October 1 2020. phishing sites driver license padlock vision screening Victor Dergunov Social Security wells Fargo home break-ins app credit card fraud CERTIFIED FINANCIAL PLANNER exam Supplemental Security Income Medicare Part B pet supplies insurance policies Mobile Banking Security Tips credit score ice cream home mortgages assets home emergency kit phone companies emergency folder IRS deadline Flexible Spending Account check lists car loans 900 number documents trustee official certification Part B toilet paper credit monitoring service fun atmosphere family members offering insurance news coverage bottom line Brexit vote money parking spots https ://seekingalpha paperwork clutter Orange County home security Treasury Department debt Kraig Mathias text messages vacation opt-out information Facebook integral member home Auto insurance web address Kiplinger Letter home emergency preparedness kits trust partner /owner illiegal robocallers non-prescripstion sunglasses clients April 15 consumer spending clients show support executive order retirement planning earthquake app chip-enabled EMV cards client portal information VOIP landline phones borrowing money DNA test kits president Trump emergency kit cell phone service provider company operations manager 2017 Equifax breach spring cleaning policy jury duty National Ice Cream month 2017 TD Ameritrade National LINC Conference Puerto Rico Social Security Administration flash drive health care services cell phone carriers offer interest rates Independence Day Open Enrollment 23 andme estate planning 2017 IRA contributions investment statements Medicare Advantage rescue organizations media accounts blog post asset Planning emergency kits FSA Medicare Part B premiums health care costs CFP ® clone counterfeits 4 pm -8pm life saver account numbers team members breach prescription eyeglasses privacy notices Amazon Healthcare Joey Gonzales