Meet Our Guru
Asako Okuma
Personal Financial Planning
Ask Asako Okuma About:
What are the savings and tax consequences of my financial choices?
How much insurance do I need and what types should I consider?
Are there products where I can grow my money and still have access to it without penalty or taxation?
What are the rules and regulations for tax-deferred accounts and retirement plans like 401(k), SEP IRA, etc.?
Are there financial professionals who will work with me if I don’t have a lot of money?
What do I do when I have debts but also want to save for the future?
What do I need to know about college plans for my kids?
Hera Hub Carlsbad GURU Asako Okuma is a financial advisor and investment advisor representative at LPL Financial. She delivers trustworthy financial planning, investment / saving advisory services, financial literacy and expertise to clients from all walks of life.
As a GURU, Asako can guide you through savings/investment accounts, insurance, and retirement plans.
Availability
Learn more about Asako or connect with her during her GURU hours, every Thursday from 11am-12pm with the option to meet either at Hera Hub Carlsbad or virtually.
Email
Asako.okuma@lpl.com Calendly Link:
