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
  1521 Hits

Search Blogs Module

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