Larry Koeppel (CFP®, MBA)

Larry Koeppel focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

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!

Additional Information

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 is a  CFP® , a member of the Financial Planning Association (FPA) and a member of the XY Planning Network.

NAPFA Start Date

January 02, 2018

Industry Start Date

November 05, 2001

This Office

By Appointment and Virtual Marina Del Rey, CA 90292-6905 Phone: (310) 601-4178