Angelica is our Client Relations Manager and has over 7 years of experience in the industry. Her focus is onboarding new clients and facilitating asset movements. She works closely with Rich on drafting new financial plans and prepares all new account paperwork. She acts as the main point of contact throughout the Client Onboarding process, as well as liaison between broker-dealer and client. Her goal is to ensure white-glove service for our clients and provide comprehensive support to reach their financial and personal goals.
Angelica grew up in San Diego, California and spends most of her free time by the beach, hiking, running, or dancing. She has a young son and they are very active with their community and T-Ball team.