Team
Meet our team:
Raymond Angelo is a CERTIFIED FINANCIAL PLANNER™ professional and President of Angelo & Associates Financial Planning Group with more than a decade of experience in the financial services industry. Specializing in financial...
William Angelo, Jr., CPA
Financial Consultant
William Angelo, Jr. is a Certified Public Accountant and Financial Consultant with Angelo & Associates Financial Planning Group.
William M. Angelo, CPA
Financial Consultant
In addition to his work as an investment advisor, Billy is a CPA with 20+ years of tax and accounting experience. This added experience gives Billy the ability to take a 360-degree view of a client’s financial picture and offer...
Danielle Munoz is a Financial Services professional with over 20 years in the industry and currently serves as the Client Relations Director for Raymond Angelo, President of Angelo & Associates Financial Planning Group. She works...
Carla Kreymer currently serves as the Director of Marketing for Angelo & Associates Financial Planning Group. Carla is responsible for developing, expanding and executing comprehensive cross-channel communication, optimizing existing...