About Angela

Who I Am

I help busy families get their finances handled and their future protected—without it becoming another full-time job.

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And I get it, because I’ve lived it.

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I’ve been the mom juggling it all—playdates, practices, homework, PTA meetings, being room parent, school events, college applications… and now navigating aging parents and everything that comes with that. It’s a lot, and financial planning is usually the thing that gets pushed to later.

 

Why I do this

About 13 years ago, I lost my dad unexpectedly. I was 35 at the time, and it changed everything.

It showed me how quickly life can shift—and how important it is to have a plan that actually holds up when it matters most.

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That’s why I do what I do today. I help families make sure they’re protected not just when their kids are young, but all the way through retirement—so they’re prepared at every stage, not leaving things to chance.

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My Experience

With over 10 years in financial services—spanning real estate, insurance, and retirement planning—I help clients:

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• Protect their income and everything they’ve built

• Reduce taxes now and in retirement

• Create reliable, tax-advantaged income

• Set up their kids’ future without sacrificing their own

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How I Help

Everything we do is designed to make sure your financial life is protected, efficient, and working the way it should—now and long-term.

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Protect What You’ve Built

Life insurance with living benefits that protects your family and gives you access to funds if you need them during your lifetime.

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Create Income You Can Count On

Retirement and annuity strategies designed to provide reliable, guaranteed income—so you’re not relying on the market to fund your lifestyle.

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Reduce Taxes Over Time

Smart strategies to help you build and access money in more tax-advantaged ways—for both retirement and college planning.

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Plan for Long-Term Care

Options that help cover future health needs without draining your savings or putting pressure on your family.

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Support Your Business

Solutions for business owners, including key person coverage, executive bonus strategies, and continuity planning.

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Make Sure Everything Works Together

Coordinating with your estate attorney, CPA, and financial advisor to ensure your plan is aligned and your legacy transfers the way you intend.

 

As an independent broker, I’m not tied to one company or product. I build customized strategies using the best options available, often working alongside estate attorneys, financial advisors, and advanced planning teams to make sure everything works together the way it should.

 

Community & Leadership
I’m actively involved in the community, serving on the board of Women in Insurance & Financial Services (WIFS–Los Angeles) and as co-founder of Giving From the Heart Foundation, supporting local families and children through educational and philanthropic initiatives.

 

Outside of work, you’ll usually find me working out, reading, or cooking on the smoker. I’m an Italian who doesn’t eat much pasta (keto life), but I’ll never turn down a great steak and a gin martini—no olives.

 

Because at the end of the day, this isn’t just about money.
It’s about making sure you get to actually enjoy the life you’ve worked so hard to build.

 

Ready to get your financial life handled?

 

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