Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Founder and Financial Advisor
Larry Koeppel
CFP®, MBA
Digital Wealth, LLC
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Larry Koeppel, CFP®, MBA
Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted.
Larry Koeppel is a Los Angeles, CA fee-only financial planner and founder of Digital Wealth, LLC. Digital Wealth works with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals.
Larry Koeppel holds the CERTIFIED FINANCIAL PLANNER™ certification granted by the CFP Board. He also holds the Digital Assets Council of Financial Professionals DACFP Certificate in Blockchain and Digital Assets®. 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 National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network. When he's not working Larry enjoys hiking, traveling and basketball.
Larry Koeppel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Digital Wealth works with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. They collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life!
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 Digital Wealth is 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, Chicago, Washington D.C., Research Triangle, etc.
Their goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future
To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Stock Compensation Planning (RSUs, ISOs, NQSOs, ESPPs)
- Digital Assets Planning
- Investment Management
- Retirement Income Planning
- Tax Planning
- Estate Planning
- Risk Management
Ideal Clients
- Tech Professionals with Stock Compensation
- Tech Professionals with Digital Assets
- Sudden Money Situations
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Working Together
Professional Designations & Affiliations
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Larry Koeppel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Larry Koeppel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Larry Koeppel is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Larry Koeppel earned the Certificate in Blockchain and Digital Assets℠Financial professionals who hold the Certificate in Blockchain and Assets℠ issued by Digital Assets Council of Financial Professionals (DACFP) have earned the essential knowledge and skills they need to provide their clients accurate, relevant, timely and valuable advice about blockchain and digital asset management. Graduates of the Certificate program have taken the only course of its kind about this emerging ecosystem created for financial advisors by leading financial advisors.
Contact Larry Koeppel
Office Locations:
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By Appointment
Los Angeles, CA 90292
