Digital Wealth, LLC
Fee-Only Financial Planner serving clients in Silicon Beach cities of Southern California and clients across the country where exempted
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 National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.
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 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Larry Koeppel is a NAPFA-Registered Financial Advisor
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.
Larry Koeppel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Larry Koeppel is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Larry Koeppel is a Member of the XY Planning Network
The 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.
Contact Larry Koeppel
Los Angeles, CA 90292