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
  1354 Hits

Search Blogs Module

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