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
  1610 Hits

Search Blogs Module

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