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
  1425 Hits

Search Blogs Module

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