About Angela

Who I Am

I show my clients how to leverage their money to grow wealth tax-free, retire tax-free, and ensure their kids’ college is completely paid for—with tax-free money.

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After losing my father at a young age, I saw firsthand how quickly life can change—and how important it is to have a solid financial plan that actually works when you need it most. That experience shaped everything I do today. It’s why I’m deeply committed to helping families and business owners protect what they’ve built and create strategies that bring lasting confidence and control.

 

Why I Do What I Do

Money shouldn’t be complicated—or stressful. I’ve spent over 10 years in the financial sector, from real estate to life insurance and retirement planning, helping clients make sense of their money and build wealth that’s protected, efficient, and strategic.

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I don’t believe in sales pitches or cookie-cutter plans. My clients value straight answers, smart strategy, and a partner who follows through. That’s exactly what I deliver.

 

How I Help

As an independent broker, I’m not tied to one company or product. That independence gives me the freedom to choose what’s best for you, not what fits a quota. I collaborate with advanced planning experts, financial advisors, and estate attorneys to build well-rounded, tax-efficient strategies that protect income, reduce taxes, and create long-term security.

 

Areas of Expertise

• Life Insurance & Living Benefits – Protecting families and providing access to funds during your lifetime.

• Retirement & Annuity Strategies – Creating dependable, guaranteed income streams that last.

• Tax-Free Strategies – Using smart leverage to build retirement and college income tax-free.

• Long-Term Care Planning – Preparing for future health needs without draining your assets.

• Business Planning – Continuity, executive bonus, and key-person coverage.

• Estate Planning Coordination – Helping ensure your legacy transfers smoothly to the next generation.

 

Community & Leadership

Beyond my client work, I serve on the boards of Women in Insurance & Financial Services (WIFS–Los Angeles) and the Giving From the Heart Foundation, where I help lead educational and philanthropic initiatives that empower women and strengthen local communities.

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I also host educational workshops and client events focused on tax-free wealth strategies, college planning, and retirement readiness — because knowledge is the first step to confidence.

 

Outside the Office

When I’m not meeting with clients or hosting events, you’ll probably find me working out, reading, or cooking dinner on the smoker. I’m an Italian who doesn’t eat much pasta (keto life), but I’ll never turn down a good steak and a gin martini — no olives, of course.

Because building wealth is about more than numbers — it’s about living the life you’ve worked so hard to create.

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Ready to see how your money could be working harder for you?
Let’s talk strategy, protection, and how to make tax-free money a reality in your life.

 

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