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.
Michelle brings with her 30+ years of financial services experience. Working closely with clients to ensure communication and operations run smoothly and efficiently, always striving to provide exceptional levels of service.
In her spare time, Michelle enjoys spending time with her family, reading, walking and camping. She also actively volunteers in her community with Serving Seniors, beach clean-ups, and equestrian therapy.