Angela Dorsey, CFP®, MBA

FOUNDER, FINANCIAL ADVISOR

Angela, a female financial advisor, created Dorsey Wealth Management because she had a lifelong passion for financial planning. She enjoyed helping others better understand and organize their finances, then put a plan in place to achieve financial goals.

While helping her friends, who were smart and successful women, she noticed many didn’t have the knowledge and confidence to manage their personal finances well. From this experience, she saw the need for financial planning for women.

After more than 20 years in corporate America, Angela transitioned to a life she loves and followed her dream of starting her own financial planning firm. Her clients are primarily women who want to be engaged in their finances and are a few years away from retiring. They sought her help because they wanted someone they can trust and who listened carefully, and offered unbiased information, advice, and guidance.

As a fee-only financial planner, she does not receive commissions to recommend any stock, bond, or mutual fund. She only recommends what is best for her clients based on their life goals, risk tolerance, and personal and financial situation. She has a fiduciary duty to her clients.

Through her work at Dorsey Wealth Management, Angela strives to establish long-term client relationships and believes comprehensive financial planning is a process, not an event. Her approach focuses on client goals as the core, then integrates all areas of their financial life. She recognizes how their beliefs and attitudes impact the financial decisions they make and makes adjustments as circumstances change.

Angela is a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor. She is a member of NAPFA (National Association of Personal Financial Advisors), the Los Angeles Chapter of the Financial Planning Association, and the South Bay Estate Planning Council.

Angela lives in Torrance California with her husband and enjoys spending a peaceful day at the beach or surrounded by nature. She is a self-proclaimed Foodie and is a regular supporter of Best Friends and spcaLA.

Dorsey Wealth Management partners with clients on an ongoing, personalized basis providing Comprehensive Financial Planning and Investment Management.

Amanda Nguyen

Client Service Manager

Amanda Nguyen elevates the client experience with her responsiveness, dedication, and white-glove service.

Amanda assists in operations and client services with her 10+ years of customer service in the financial industry. She started her career at a previous investment firm where she held several positions to help grow assets under management to over $1B and assisted clients/advisors with all their needs. She enjoys communicating with clients to support their needs and provide reassurance.

Amanda earned her bachelor’s degree in business administration with an emphasis in Finance from California State University, Fullerton. When I’m not at the office, I enjoy making the most of my time with family, friends, and my beloved furbaby, Chocolate Chip. Staying active is an important part of my routine, and you’ll often find me at a Pilates class. I also love cooking and gathering around the table with the people I care about most. And, for those who know me well, there’s one kitchen essential that is never far away—hot sauce!