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Los Angeles Financial Planner


Simplifying the Complex for Tech Professionals


  

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Why Digital Wealth?


At Digital Wealth we help tech professionals manage their money so they can live the life they want. To us this means taking the time to simplify your finances by leveraging technology and building a comprehensive financial plan based on your unique goals.


Intentional Financial 

Planning



To us being intentional with your wealth is knowing what you want to achieve and putting a plan in place to move you forward toward your objectives.

Goals-Based Financial Management 



Our job is to leverage technology and years of investment management experience to tune out the noise and focus on what matters -- a simplified strategy that helps you reach your goals.

Experience With Financial Planning Strategies for Tech Professionals


Whether you're trying to build a tax-efficient plan for your RSUs, purchase a home, save for retirement or found your own startup -- we're here to make it happen.

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Helping Tech Professionals Live Their Best Life


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Who We Are


Larry Koeppel CFP®, MBA Photo Larry Koeppel CFP®, MBA Hover Photo

Larry Koeppel CFP®, MBA


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.  When he's not working Larry enjoys hiking, traveling and basketball. 


Serving California and Beyond


Digital Wealth is a virtual firm serving the greater Los Angeles, California, and meet with clients via phone, video conferencing, or in-person. Most of our clients live in the following areas:

  • Santa Monica

  • Venice

  • Playa Vista

  • Marina del Rey

  • Culver City

  • El Segundo

  • Manhattan Beach

  • West Los Angeles

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Let’s Get You on the Path To Financial Success


  

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Services


Basic Planning

  • Establish and track Goals and Values
  • Establish and track Cash Flow
  • Establish and track Net Worth
  • Manage Debt
  • Establish and maintain an Emergency Fund
  • Optimize Employee Benefits
  • Provide an Online personal financial manager giving a complete financial picture, updated in real- time
  • Provide an Online secure electronic document vault keeping your most valuable records safe and accessible. 

Annual Cost: $1,500 for individuals, $1,800 for couples. May be paid monthly or quarterly, in advance.

Comprehensive Planning

  • Basic Planning PLUS
  • Analyze buy/rent decision for home
  • Establish plan for college funding
  • Project and plan retirement
  • Capture a quantitative measurement of Risk tolerance
  • Analyze and plan Investments
  • Analyze Insurance
  • Integrate Tax planning (to be reviewed by your tax advisor)
  • Review Estate Plan (to be implemented by your estate attorney)


  

One-Time Cost: $1,000 to $2,000 upfront (depending on complexity and needs of the client).
Plus:
Annual Cost $3,000 to $15,000 (may be paid monthly or quarterly, in advance depending on complexity and needs of the client).

Investment Management

  • Embrace market pricing
  • Don't try to outguess the market
  • Resist chasing past performance
  • Let markets work for You
  • Consider the Driver of Returns
  • Practice smart diversification
  • Avoid market timing
  • Manage your emotions
  • Look beyond the headlines
  • Focus on what you can control


   Asset Level                           Annual Fee

$1 - $1,000,000                              0.95%            
$1,000,001 - $5,000,000               0.75%          
$5,000,001+                                    0.55%

Paid quarterly in arrears from account(s).

 

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Have a Question?


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Frequently Asked Questions


 

 
 

 
 

 
 

 
 

 
 

 

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.

 

 
 

 
 

 

Have any other questions? Send me an  email, or schedule a call and I will be happy to discuss.

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The Details Make the Plan

Client Login



PERSONAL FINANCIAL WEBSITE

Enter Here

Organize your Financial Life with your Digital Wealth Personal Financial Website. Track your net worth and cash flow.  Access your Financial Plan.

SEI CLIENT CONNECT

Enter Here

View your investment accounts at SEI Private Trust Company. 

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Contact



Our Location

We are located in Silicon Beach and serve clients in the following cities: Santa Monica, Venice, Playa Vista, Marina del Rey, Culver City, El Segundo, Manhattan Beach and West Los Angeles. 


Virtual Practice

We work with our clients in person or virtually. We utilize digital technologies to create a financial strategy that works for you.  


Contact Us

Digital Wealth, LLC
Larry Koeppel CFP
®, MBA
310- 601- 4178
larry@digitalwealth.la