Investment Advisor Representative
Angel serves as an Investment Advisor Representative at both Gregory Advisors Incorporated and RAI Wealth Management, where he has dedicated his career to help guide individuals and families towards prosperous financial futures.
Angel acquired his business degree in Finance from the California State University of Fullerton, concurrently earning a Professional Certificate in Personal Financial Planning. He then went on to complete his Uniform Investment Adviser Law Exam to become an Investment Advisor Representative. With a solid financial foundation and an unyielding devotion to his clients' prosperity, Angel recognizes the unique aspirations and financial circumstances of each individual or family he serves, equipped with the expertise and support required to assist them in achieving their financial goals.
Prior to becoming a part of our team, Angel successfully managed a thriving landscaping business in Menifee. Angel instilled in himself and his team an unwavering commitment to delivering superior quality, integrity, and the utmost professionalism in their interactions with clients. Through this hands-on experience, he honed the essential skills of business administration and the invaluable art of consistently ensuring client satisfaction through exceptional service delivery.
On his free time, you will often see Angel enjoying the outdoors by fishing, hiking, or relaxing by the pool with his five dogs!