Angela brings over 20 years of experience in the financial industry to the work she provides. Beginning her career for AAA, she also trained at Morgan Stanley and has since experienced a multitude of achievements. Angela proudly puts the needs of her clients first and doing what is in their best interest comes naturally.
Angela’s optimism and ability to connect with her clients makes her a valuable partner in her client’s financial success. She is an empathetic advisor and especially excels at working with women knowing firsthand the many challenges they face balancing career, family and personal goals throughout their lifetimes.
"As a 20+ year veteran in the financial services industry, I was looking for a fresh approach to working with my clients. I knew financial planning was at the core but it had to be fluid, flexible and most importantly in the palm of my client's hand, not in a binder on a shelf."
Securities Licenses:
Series 7
Series 65
Series 63
Series 31
CA Insurance License #0B58736
Personal:
When Angela isn’t busy managing your WealthPlan, you can catch her on the soccer field or with her Girl Scout troop. Angela enjoys traveling with her husband of 20 years and their two daughters. She’s an avid reader, serves on the boards of San Diego Girl Scout Service Unit #627 and the Tierrasanta Junior Women's Club, and loves to unwind on her Peloton!