As a Wealth Planner with over 11 years of experience, Angelo specializes in helping individuals, families, and business owners build, protect, and manage their wealth with confidence. He takes a personalized approach to asset management, developing tailored investment strategies that align with each person’s goals, time horizon, and risk tolerance. Whether it’s planning for retirement, managing 401(k) plans, or optimizing investment portfolios, Angelo focuses on long-term growth and tax efficiency in seeking to help clients make the most of their financial potential.
At the core of his practice is a commitment to integrity and transparency. Angelo believes that good financial advice should always put the client’s best interest first, and he takes pride in offering clear, ethical guidance that clients value at the highest level.
Angelo lives in the North Winton Village area with his wife, Jill and their multitude of pets. In his free time, Angelo loves exercising and playing volleyball, tennis, and pickleball. He and Jill are avid travelers and have been to over 30 countries! Angelo holds the Series 7 and Series 66 through LPL Financial, and the Certified Plan Fiduciary Advisor designation.