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
  597 Hits
597 Hits

Search Blogs Module

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