Barjes Angulo Email & Phone Number
Financial Planner @ Cornerstone Planning Group
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Barjes Angulo Location
- Fort Lauderdale, FL, US
Barjes Angulo Work
- 2022 - now Financial Planner @
- 2012 - 2022 Financial Adviser @
- 2006 - 2022 New York Life Agent @
- 2001 - 2022 Founder and Financial Adviser @ Angulo Strategies
- now Financial Consultant @
- 1997 - 2000 Assistant Vice President @
Barjes Angulo Education
- Pace University
Bachelor of Arts in Finance (Finance, Business, Investments)
1997 - 2007 - Seth Godin's altMBA
altMBA42 Orca Cohort (Seth Godin's Akimbo Workshops)
2020null
Barjes Angulo Skills
- Investments
- Retirement Planning
- Insurance
- Estate Planning
- Fixed Annuities
- Term Life Insurance
- Finance
- Disability Insurance
- Asset Allocation
- Long Term Care
- Series 7
- Succession Planning
- Risk Management
- Strategic Planning
- Insurance Planning
- Wealth Transfer Strategies
- Lifetime Income Strategies
- Long Term Care Insurance
- Legacy Planning
- Personal Finance
- Charitable Giving
- Supplements to Employee Benefits
- Wealth Preservation Planning
Barjes Angulo Summary
- Barjes Angulo, based in Fort Lauderdale, FL, US, is currently a Financial Planner at Cornerstone Planning Group. Barjes Angulo brings experience from previous roles at Eagle Strategies, LLC, New York Life, Angulo Strategies and AXA Advisors, LLC. Barjes Angulo holds a 1997 - 2007 Bachelor of Arts in Finance in Finance, Business, Investments @ Pace University. With a robust skill set that includes Investments, Retirement Planning, Insurance, Estate Planning, Fixed Annuities and more. Barjes Angulo has 2 emails and 2 mobile phone numbers on RocketReach.
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