Larry Koeppel| CFP®, MBA
Digital Wealth, LLC
- Fee-Only Financial Planning
- Financial Review
- Stock Option Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Employee Benefits
Los Angeles, CA 90292
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Larry Koeppel is a Los Angeles, CA Fee-Only Financial Planner serving technology professionals and their families locally and across the country.. Digital Wealth, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Larry Koeppel is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Larry Koeppel earned a Bachelor of Science degree in Business Administration majoring in Finance from the University of Maryland and an MBA from the Pepperdine University Graziadio School of Business and Management. He has also completed the Boston University Certificate in Financial Planning.
Larry holds the CERTIFIED FINANCIAL PLANNER™ certification granted by the CFP Board. He also holds the Financial Industry Regulatory Authority (FINRA) Series 66 securities license. Before entering the financial services industry, Larry Koeppel held various technology positions with a prominent tax law publishing and software company, provided independent technology strategy consulting and assisted with strategic planning for a Silicon Beach startup. Larry is a member of the Financial Planning Association (FPA) and the XY Planning Network.
Digital Wealth typically works with busy technology professionals and their families who are serious about saving and working to achieve their financial goals. They are looking for Digital Wealth to collaborate with them, hold them accountable and help them maximize their fullest financial potential to live their ideal life.
The first meeting is complimentary. This meeting serves as time to get to know one another and see if we can work well together. We will chat about your goals and finances at a high level, discover areas of opportunity and discuss how we can move forward together. If Digital Wealth can provide value then we will begin a working relationship; if not, then there is no cost or obligation.
The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management.
Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Washington D.C., Research Triangle, etc.
No, unlike other firms Digital Wealth does not have a minimum. Financial planning services are available for you prior to accumulating wealth. We want to instill the proper money habits early so wealth accumulation will come easier and automated. We do expect you to subscribe to either the Basic Planning or Comprehensive Planning program for Digital Wealth to provide Investment Management.