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
  1095 Hits
1095 Hits

Search Blogs Module

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