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 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 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 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
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