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
  528 Hits
528 Hits

Search Blogs Module

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