Los Angeles Financial Planner

Yes. Digital Wealth, LLC is a fee-only, fiduciary financial planning practice. This means we don’t get paid a commission for recommending specific investments or financial products. We work for you and are paid only by you. This means you can always rest assured that we’re working with your best interest in mind.

We partner with tech professionals and their families in the greater Los Angeles area to help them create a comprehensive financial plan.

We’re looking to work with collaborative and intentional individuals who want to be engaged in their financial planning process. Our clients are laid-back, family-oriented and want their money to reflect their values. We aren’t stock-pickers and believe in sticking to an investment plan over “timing” the market.

We don’t have a formal office. With the technology of today we’re able to meet our clients wherever it’s most convenient for them - via phone, email, video conferencing or in person at a local co-working space.

Yes. Larry Koeppel holds the CFP® Professional designation from the CFP Board.  This designation comes from a rigorous certification process and regular continuing education to maintain the CFP® Professional mark.  To learn more about the CFP Board, click here

Digital Wealth is a fee-only financial planning and wealth management firm which means that our compensation comes directly from the clients we serve. We do not receive commissions from companies by selling products. To learn more about our services and pricing click here.

No. Digital Wealth doesn’t have any set “minimums” for the clients we serve. Instead, we think it’s more important to focus on your financial goals and values to determine if we’re a good fit.

Digital Wealth is virtual in nature which enables us to assist clients 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, Chicago, Washington D.C., Research Triangle, etc..

Schedule an Introductory Meeting by clicking here. You can also reach me by phone or email by visiting my contact page. If you aren't quite ready to meet but you would like to keep in touch, please feel free to sign up for my blog posts here