William Angelo, Jr., CPA
William Angelo, Jr. is a Certified Public Accountant and Financial Consultant with Angelo & Associates Financial Planning Group. With more than 15 years of experience in the financial services industry, he provides guidance and advice to clients regarding financial planning, college planning, and retirement planning. He enjoys helping clients create strategies and pursue their financial goals.
Beyond his experience in financial services, William is experienced in tax and accounting. In 1984, he started a CPA practice and currently owns and operates Angelo & Associates CPAs alongside one of his sons. Angelo & Associates CPA is not affiliated with LPL Financial.
William holds FINRA Series 6 and 63 securities registrations with LPL Financial. He is a licensed Certified Public Accountant and received his Bachelor of Science in Accounting. He is currently a member of the The American Institute of CPAs (AICPA) and New Jersey Society of CPAs (NJCPA). Outside of the office, he enjoys spending time at the beach with his family, and staying active, whether he's golfing or riding his bike.