Larry Koeppel
Founder and CERTIFIED FINANCIAL PLANNER® Professional at Digital Wealth, LLC - Financial Planning for Tech Professionals
- Role
- Founder and Certified Financial Plannertm Professional at Digital Wealth, Llc
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Larry Koeppel
Larry is the founder of Digital Wealth, LLC, an independent, fee-only financial advisory…
Experience
Founder and Certified Financial Plannertm Professional
Dec 2016 — Present
Skills
- Investments
- Qualified Retirement Plans
- College Education Planning
- 401k Rollovers
- Wealth Management
- Retirement Income
- 403b
- Calstrs
- Estate Tax Planning
- Ethics
- Diversification
- Investment Management
- Pensions
- Tax Planning
- Strategic Planning
- Trust Planning
- Securities
- Estate Planning
- Life Insurance
- Fiduciary
- Charitable Gift Planning
- Social Security Planning
- Asset Protection
- Bonds
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Calpers
- Small Business
- Entrepreneurship
- Behavioral Finance
- Retirement Planning
- Traditional Ira
- Roth Ira
- 401k
- Roth 401k
- Insurance Planning
- Personal Financial Planning
- Roth 403b
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