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.

Continue reading
  1585 Hits

Eyeglass Drive for California Lions Friends in Sight

Asset Planning is collecting used prescription eyeglasses, non-prescription sunglasses, readers and even broken glasses. These glasses will be donated to the California Lions Friends in Sight. This organization provides free vision screening and free recycled eyeglasses to those in need.

If you have any eyeglasses that you wish to donate you can drop them off at our office anytime from now until May 25th.

Thank you in advance for your donations!

Continue reading
  1504 Hits

Asset Planning, Inc. Celebrates 20 years!

NewAssetPlanningLogo

Asset Planning is proud to announce that we are celebrating our 20 year anniversary this week. API continues to expand and now has clients in 16 states and manages over 260 million dollars.  This is an exciting milestone for our company and we know that we would not be here today if it wasn’t for the commitment and support that we receive from our clients; some who have been with us from the very beginning. Our clients mean the world to us and we thank you for your continued loyalty and referrals that allow us to keep growing.

Continue reading
  1410 Hits

Asset Planning, Inc. Reserved Parking

Asset Planning, Inc. now has reserved parking spots for our clients. They are located near the building's back entrance and have "Reserved for API/H+B" painted on them.

Please feel free to use them next time you come see us!

 

Reserved Parking with Label

Continue reading
  1803 Hits

Save the date: API Open House Party!

Asset Planning will be having an Open House on Wednesday, June 29th from 4pm-8pm. There will be wine tasting and hors d’oeuvres. Look for an invitation with all of the details coming your way soon!

 

Continue reading
  1885 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
memorial Day weekend official certification Labor Day cell phones client portal Orange County estate planning president Trump Orange County Superior Court September 9 April 15 4 pm -8pm Independence Day cell phone provider Medicare Part B premiums July 3 rd Kraig Mathias ice cream tax deadline investment statements fun facts Legal robocalls flash drive web address April 18 2017. account numbers Fox News story earthquake app July weekend credit cards wells Fargo pet fees stock pile gap insurance money Medicare trustee Ice Cream Social portal vacation rescue organizations Financial Planning Magazine tax deadlines house sitter home security jury duty TD Ameritrade retirement Joey Gonzales ID card 2018 IRA contributions Shred paperwork FSA National Ice Cream month Part B banking emergency kit pet industry Victor Dergunov offering insurance donation items interest April 11 items Coronavirus Aid blog post home tax records “ skimmer ”. D premiums 2017 TD Ameritrade National LINC Conference company 900 number CARES Act clients show support notary services coronavirus October 1 2020. cell phone carriers insurance policy Wells Fargo customers credit card company parking spots Expired medications COVID -19 virus Social Security home break-ins holidays approach February 14 estate consumer spending toilet paper checklists Medicare question insurance policies student loans vision screening identity thieves California Lions Friends Medicare Advantage Two-Step Verification scams Healthcare Kiplinger Letter tax filing deadlines phishing sites life saver 20 year anniversary media accounts FEMA website Retirement Contribution Limits phone companies July 4 spread card reader pets Federal Trade Commission website DNA test kits relief efforts credit score borrowing money Open House clone counterfeits donation counts app phishing scams privacy settings spring cleaning fun atmosphere VOIP landline phones credit freeze ice cream event Mobile Banking Security Tips check lists chip-enabled EMV cards January 10 interest rates Amazon Notary Public IRA accounts credit monitoring service Charles Schwab estate planning direction https :// IRS Supplemental Security Income 70 1/2. Flexible Spending Account news coverage prescription eyeglasses tax season home emergency preparedness kits non-prescripstion sunglasses Economic Security Open Enrollment July 6 markets Facebook profile 2017 IRA contributions policy information Facebook clients Medicare Part B https ://seekingalpha breach trust cell phone SIM swap scam business hours documents assets emergency kits home emergency kit years Medicare plan Puerto Rico settlement options Affordable Care Act 2017 Equifax breach emergency folder asset Planning car loans drive /usb payments summer operations manager earnings fallout team members Treasury Department water … integral member email notifications records paperwork clutter privacy notices market turmoil driver license text messages executive order 401K retirement planning Brexit vote partner /owner Erin Nelsen pet supplies contribution limit debt self-help topics people medications illiegal robocallers Asset Planning CFP ® September 8 information Part D premiums . IRS deadline retirement plans CERTIFIED FINANCIAL PLANNER exam 23 andme cell phone service provider retirement accounts paper records credit card fraud identity theft cell phone carriers offer home mortgages hurricane Dorian tax returns stimulus package bottom line increase health care costs family members pet donation drive September 30 2020. opt-out EEChecklist-Kits.pdf stockpilingchecklist.pdf June 29 padlock birth certificates health care services spam phone disaster areas Roth IRA Auto insurance phone Wells Fargo employees Social Security Administration CA FTB