Angelina joined Pacific Wealth Planning, Inc. as a Financial Professional and brings with her more than a decade of experience in the financial services industry. Angelina’s first role in the industry was as a Client Services Associate and she quickly moved into the role of Director of Corporate Retirement planning where she specialized in 401(k) Plans, Defined Benefit Plans and Deferred Compensation Plans. She earned the Charted Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning in 2014.
With her desire to help individuals and families improve their quality of life and financial future, she saw the value in teaching financial literacy and assisting clients with skillful planning. She thrives on helping people use these tools to achieve their goals and enjoys celebrating milestone successes with the clients she serves.
As a member of the team, Angelina’s goal is to make a difference in the lives of our clients by providing insight and solutions that help our clients understand the impact of their financial decisions and assists them in achieving their financial dreams. One of her top priorities is to make sure clients feel that they are important and valued by being timely and responsive to their needs.
In her spare time, Angelina enjoys watching movies, traveling, hiking, and spending time with family (she is 1 of 7 kids)! What she enjoys most is spending quality time with her daughter out on the softball field.