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.
