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.
You may want to ask Asako questions related to:
- 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?
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. These are open hours, but if you would like to lock in your time with Asako, please use this optional scheduling link.
Email: Asako.okuma@lpl.com