Larry  Koeppel,  CFP<sup>&reg;</sup> - Financial Advisor

Larry Koeppel, CFP®

MBA

Digital Wealth, LLC

4712 Admiralty Way #475
Marina del Rey, CA 90292
FINANCIAL ADVISOR'S WEBSITE
(310) 601-4178 CONNECT WITH Larry
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General

Larry Koeppel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Digital Wealth, LLC in Marina del Rey, CA and the surrounding communities.

Financial Advisor Overview

Hi, I’m Larry. I am the founder of Digital Wealth, LLC, an independent, fee-only financial advisory practice focused on assisting busy technology professionals and their families who are serious about saving and working to achieve their financial goals. If you are looking for a financial professional to collaborate with you, hold you accountable and help you maximize your fullest financial potential to live your ideal life then please feel free to contact me. I look forward to hearing from you!

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources