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
  526 Hits
526 Hits

Search Blogs Module

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