Name: Financial Planning Guru Hours
Start: 2025-08-21T11:00:00-07:00
End: 2025-08-21T12:00:00-07:00
Location: Hera Hub Carlsbad

- Open to Members and Non-Members -
Hera Hub GURUs are subject matter experts who donate their time to meet one-on-one with local entrepreneurs (members and non-members welcome) to answer questions they may have on a variety of topics related to their field. Think of it like “office hours” with your professor. It’s a great way to get free mentoring and advice from business experts. Just drop by during GURU hours, no appointment necessary!
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In-Person
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: [email protected]