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
  2080 Hits

Search Blogs Module

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