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
  931 Hits
931 Hits

Search Blogs Module

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