Larry Koeppel, CFP®, MBA Digital Wealth, LLC
- Silicon Beach, Los Angeles, & Virtual, Marina del Rey, CA 90292
- (310) 601-4178
- https://digitalwealth.la/
About Larry Koeppel, CFP®, MBA
Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We 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 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.
Our 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.
To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/
I look forward to meeting you!
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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Investment Planning & Management
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Pricing varies by services offered. Please see https://digitalwealth.la/
services for a full explanation of fee options.
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
