Reviews
Top review highlights
Pros
1
Knowledgeable, experienced, and strategic financial advisor
“Angelica is very knowledgeable in her field. She is authentic and humanistic and has mastered the art of listening which has enabled her to individualize creative solutions for each client.”
2
Personalized and tailored approach to financial planning
“She takes the time to understand my unique situation and long-term goals, crafting a tailored strategy that fits my needs.”
3
Excellent communication and client education
“What I appreciate most about Angelica is her ability to make me feel empowered and in control of my finances—no question is too small, and she always takes the time to explain things thoroughly.”
4
Genuine care and dedication to client success
“Beyond her expertise; her genuine care and dedication to her clients make her a standout advisor.”
5
Helps build generational wealth and empowers marginalized groups
“Prior to meeting Angelica, I thought financial advisors ONLY worked with the rich and the famous! I thought they ONLY cared about maintaining the wealth in certain families and thus were out of reach and quite frankly out of touch with the working class. Angelica obliterated that notion during our very first interaction by passionately describing her desire to continuously partner with & build generational wealth in marginalized groups.”
Cons
As a result of the analysis of reviews about this lawyer, no significant cons were found.