Schedule an Appointment with Angel
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Born and raised in Riverside County, Angel has over 10 years of experience in the financial industry. He is passionate about helping individuals and families transform their financial futures–whether it’s retirement planning, investment management, or estate planning. Angel provides personalized guidance to empower clients to make confident decisions that align with their goals. Outside of work, Angel enjoys hiking, basketball, and spending time with family. He holds his series 6, 7, SIE and state life, health, and accident insurance licenses. |
1 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Arrowhead Credit Union and Members Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union or Members Investment Program. Securities and insurance offered through LPL or its affiliates are:
| NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.