Broker Check

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...

Read more

William Angelo, Jr., CPA

Financial Consultant

William Angelo, Jr. is a Certified Public Accountant and Financial Consultant with Angelo & Associates Financial Planning Group.

Read more

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...

Read more

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...

Read more

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...

Read more