Heather D'Angelo, Financial Advisor located in Valencia, CA

Financial Advisor
Heather C D'Angelo

ChFC®, CEPA®, AAMS®, CRPS™
28470 Avenue Stanford Ste 340, Valencia, CA 91355opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • 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

  • Stephanie Bickle
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri Closed
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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