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
  167 Hits
167 Hits

Search Blogs Module

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