Angel Melgoza (CFP®)
Angel Melgoza focuses in the
following client markets or areas of practice:
- AUM
- Charitable Giving
- Federal Employees
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Charitable Giving
- Federal Employees
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Retirement planning Accumulation/distribution strategies Income smoothing Roth conversion strategies Social Security analysis Investment strategy Risk management & insuranceAdditional Information
Angel joins Financial Life Advisors with 15 years of experience in financial services and a deep commitment to helping clients simplify the complexities of wealth management. As a client-facing advisor, Angel has supported individuals across diverse backgrounds, from government and military employees to healthcare professionals, always with the goal of building confidence in their financial futures. He holds a Master’s in Personal Financial Planning, is a Certified Financial Planner, a Certified Student Loan Professional, and is currently pursuing his Tax Planning Certified Professional designation.NAPFA Start Date
August 05, 2026
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