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
  413 Hits
413 Hits

Search Blogs Module

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