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
  1272 Hits

Search Blogs Module

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