Angelo thrives on seeing clients reach for their dreams and plan for the future they deserve. Deeply rooted in the local area, Angelo grew up in Roseville, met his wife in Sacramento, started his family in Rocklin, and now sends his children to school in Loomis. He lived in Sacramento for more than 10 years and graduated Cal State Sacramento after attending Sierra College. He later earned his MBA from Golden Gate University while working a NEC Electronics in Roseville.
His passion for the community and its people drives his strong commitment to his clients, which include long-time friends and many who become friends through their business relationship. More than any other job in his career, being a Wealth Management Advisor gives him the opportunity to work with people on a very personal level, helping them to achieve their life’s goals, and he takes the responsibility seriously.
Angelo’s roles as Wealth Management Advisor is the culmination of a broad career that took a turn toward business and finance when he left high-tech to be general manager of a small business, then started his own company. He got his start as a financial advisor working with Edward Jones for nearly 10 years. He joined West Capital Wealth Management, with LPL Financial as his broker-dealer, to have greater flexibility and offer more customizable solutions for his clients.
Angelo loves nothing more than seeing familiar faces while out in the community, volunteering with the Rotary Club or school activities, or coaching local sports teams. When there is ‘free’ time, you may find him with his family, camping, out on the river, or hosting a backyard barbecue and a game of cornhole .