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 planning, he largely works with individuals, families, and business owners approaching retirement. He is passionate about planning and enjoys the opportunity his career provides him to make a difference in people’s lives. Due to his close working relationship with Angelo & Associates Certified Public Accountants* (a family practice founded by his father and brother), he is able to keep abreast of current tax issues to implement strategies designed to seek maximum tax efficiency.
Ray began his career as a financial advisor at UBS Financial Services. During his time with UBS, his team was highly ranked by Barron's Magazine for three years. Looking to continue his success as an advisor, he partnered with LPL Financial in 2012 and formed Angelo & Associates Financial Planning Group in order to provide his clients with additional investment strategies and better service.
Ray earned a Bachelor of Science in Finance from Seton Hall University's Stillman School of Business. In addition, he is a graduate of The College for Financial Planning and holds FINRA Series 7 and 66 securities registrations through LPL Financial. He is licensed to sell life, health and disability insurance.
Ray currently resides in Berkeley Heights NJ with his wife Michelle and three children, Vincent, Joseph, and Gianna. In his spare time he enjoys golfing, playing softball and spending time at the beach with family and friends.
*Angelo & Associates CPA is not affiliated with LPL Financial.