Heather D'Angelo, Financial Advisor

FINANCIAL ADVISOR
Heather C D'Angelo

CEPA®, AAMS™, CRPS™
28470 Avenue Stanford Ste 340, Valencia, CA 91355opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Traveling
  • Photography
  • Crafts
  • History and Museums
  • Real Estate

Team Members

  • Mary Haley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(661) 799-2789

Fax

(866) 622-0644

Office Address

28470 Avenue Stanford Ste 340
Valencia, CA 91355opens in a new window

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