Angelica is a financial educator and Investment Advisor Representative. Angelica's mission is to “Assist clients in achieving the financial goals and objectives that are most important to them, by integrating all areas of proper planning, which includes retirement planning, estate planning, financial, insurance and tax planning strategies.”
Angelica holds several securities and insurance licenses and specializes in working with baby boomers, people who are about to retire, retirees and want to protect their retirement savings and way of life. She started her first company from 1987-2000 and has been in the financial industry thereafter for 16 years. She took Financial Planning courses at UCLA extension.
Angelica also served as an Honorary Co-Chairman for the Business Advisory Council where she is able to participate in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. She has been recognized in the Wall Street Journal for this leadership role.
Angelica’s comprehensive knowledge of strategies for Retirement Income Planning, Wealth Preservation and Estate Planning allows her to provide her clients with appropriate financial education and a wide range of financial strategies appropriate for each unique situation. She has used her knowledge to help retirees and pre-retirees plan for lifetime income while minimizing the potentially devastating effects of stock market risk. Angelica is a prepared and trustworthy advisor who provides professional, ethical guidance.