I am a Financial and Tax Strategist and your proactive partner in securing and enhancing your financial legacy. With over 22 years of experience, I’m a trusted Fiduciary Financial Advisor and the Founder and President of Strategic Asset Preservation, Inc., dba South Bay Tax Solutions, and Halo of Hope – Cancer Foundation. My forward-thinking approach ensures that my clients make smarter decisions, and grow their wealth.
My expertise extends to various financial fields, including legacy planning, retirement planning, insurance planning, and more. She’s a published author, with her Forbes.com article on “5 Things You Should Know About Social Security and Retirement” ranking 6th out of 10. She’s also the author of e-books like “Top 10 IRA/401k Mistakes to Avoid for a Healthy Retirement” and “The Ultimate Guide to Tax Savings for Real Estate Investors and Business Owners,” not to mention the online course, “The Quest for Retirement Success.”
My work purview had me participating in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. I have been recognized in the Wall Street Journal for my leadership role.
Our team-based model, led by myself, specializes in proactive planning with a range of services, including Strategic Tax Planning, Risk Mitigation, Wealth Management, Legal Services, and Business Advisory. She has held several securities and insurance licenses for 22+ years, and she specializes in working with various classes of business owners and individuals. Angelica has taken Financial Planning courses at UCLA extension and went through H&R Block courses as a Certified Tax Preparer.
Let us join hands and take a step towards securing and improving your financial heritage. We offer a free discovery call for you to discuss your specific needs and concerns. Our team takes a proactive approach to ensure your financial future is in good hands.