Digital Wealth, LLC
Digital Wealth is a fee-only financial planning and investment management firm dedicated to assisting Silicon Beach technology professionals and their families with their personal finance. Larry Koeppel is a fiduciary financial planner.
The name Digital Wealth has a dual meaning: First, the firm works 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.
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 as well as California Life Insurance license (# 0D47895). 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 Financial Planning Association (FPA) and the XY Planning Network.
Larry Koeppel's fiduciary obligation is governed by:
At Digital Wealth, we work with our clients every step of the way along their financial journey. We want to understand not only your short- term goals, but your mid-term and long- term goals too. From these goals, we work together to develop a financial plan to help you attain the life you’ve always imagined. Whether you want to own two homes in retirement and live half the year in each of them, or travel to new destinations across the globe while you're still working, we'll put a plan in place to help you reach your goals.
With an emphasis on the new financial planning model, we believe in the importance of the 'Quantified Self'. What does this mean? In a nutshell, we are dedicated to using technology to help you keep track of every financial and investment aspect of your life so that you can reach your goals and live the life you want, that is "live your ideal life".
Our clients work hard and they’re busy. They often know that they need to develop a sound financial plan now, but they feel overwhelmed by the process and paperwork. We make the process and easy and efficient as possible, and utilize the latest technologies to keep the information you need at your fingertips. Our approach favors ongoing communication and instant access, so that you'll always have a snapshot of your cash flow and net worth on a consistent, current basis, as opposed to just once or twice a year. From this information, we can make the right decisions to improve your life, and get you closer to reaching your financial and life Goals.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Investment Management
- Personal Financial Management (PFM)
- Retirement Planning
- Education Planning
- Technology and Internet Professionals
- Media and Entertainment Professionals
- Young Families
- Entrepreneurs & Business Owners
- Sudden Money Situations
- Virtual and/or In-Person Meetings
- No-Cost Initial Consultation
- Basic Financial Planning - Annual Fee (Can Be Paid Monthly or Quarterly)
- Comprehensive Financial Planning - Upfront Fee Plus Annual Fee (Can Be Paid Monthly or Quarterly)
- Investment Management - % of Assets Under Management
Professional Designations & Affiliations
Larry Koeppel is 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.
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