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
  818 Hits
818 Hits

Search Blogs Module

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