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
  1297 Hits

Search Blogs Module

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