Professional Experience:
Angel Figueroa is a financial professional dedicated to helping individuals, families, and business owners make informed decisions about their wealth and financial future. With experience across investments, financial planning, insurance, and real estate, Angel takes a comprehensive approach to understanding each client’s goals and building strategies designed around their unique circumstances.
Angel believes successful financial planning goes beyond simply managing a portfolio. His approach focuses on helping clients understand how their investments, retirement planning, risk management, insurance, and real estate decisions can work together to build and preserve long-term wealth.
Known for his personalized approach and strong commitment to his clients, Angel strives to build lasting relationships based on trust, transparency, and open communication. He works closely with clients to identify opportunities, manage risk, and develop practical strategies that evolve as their lives and financial goals change.
Outside of his professional life, Angel enjoys spending time with his wife and two daughters, boating, traveling, and exploring new experiences with his family. As a boat owner and real estate professional, he also has a personal appreciation for the lifestyle, goals, and financial considerations that are important to many of the clients he serves.
Angel is passionate about helping clients move from simply having assets to having a clear strategy for using those assets to create the life and legacy they envision.
Credentials:
General Securities Representative – Series 7
Investment Advisor Representative – Series 66
Life, Health and Variable Annuity Insurance Agent
Florida Realtor
Bachelors of Science – Management Information Systems – University of South Florida
Professional Services:
Business
- Business Succession Strategies
- Business Valuation Analysis
- Buy/Sell Agreements and Funding Strategies
- Executive Compensation and Incentive Plans
- Key Employee Protection and Retention Strategies
- Employee Benefits
- Business Retirement Plans
Personal
- Family Protection Strategies
- Risk Management
- Financial Planning
- Retirement Strategies
- Investment Strategies and Wealth Management
- Education Funding
- Estate Planning
- Charitable and Gifting Strategies