Angela 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, she followed her dream of starting her own financial planning firm. Her clients are primarily single and married women who want to better manage their finances or take the lead in managing their household finances. They sought her help because they wanted someone they can trust and who listened carefully, 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, 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 has a certificate in financial planning from the College for Financial Planning, an MBA from the Anderson School of Management at UCLA and a bachelor’s degree in computer science from Loyola Marymount University. Angela is a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor.
Angela lives in Torrance California with her husband and two children, and enjoys spending a peaceful day at the beach or surrounded by nature.
David Zeligson comes to Dorsey Wealth Management with more than 30 years of diverse experience in the financial services sector. He started his career in the Institutional Retirement Plan marketplace [e.g., 401(k), Profit Sharing Plans] holding operations-based positions and eventually moving into management roles. David enjoyed working with software applications and this led him to train employees on using systems to administer defined contribution retirement plans. In 2002, David and his family relocated from Boston to Southern California. He changed the focus of his work and assumed the position of head of corporate training and development for the US subsidiary of a major European bank. Using his knowledge of both financial services operations & learning and development, he transitioned into financial advisory operations and support work, becoming familiar with brokerage and custodial services. He now concentrates on assisting Angela Dorsey grow her practice by ensuring her firm’s client service and account operations run smoothly.
When David is not working, he likes to travel, write fiction and spend time with his family and dog. He is also a film buff and enjoys writing reviews through his social media.
Jan DeProspero is our Operations Specialist and works with us virtually from South Florida. Jan’s background includes over twenty five years in administrative support, over half of which have been in the financial advisory industry. Her specialized skill set as well as her familiarity with virtual tools is an asset in the day to day running of our office.