Angelica San Felipe, CFP®, CPWA®

Vice President, Advisor

San Francisco, California

Contact Angelica

Angelica works with individuals and families to help them navigate important financial decisions with clarity and confidence. She takes a thoughtful, personal approach to wealth management, helping clients align their financial resources with their priorities and the life they want to build.
With a comprehensive planning perspective, she works with clients across retirement planning, tax and estate planning, education funding, and equity compensation. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® professional.
Building trusted relationships is central to Angelica’s approach. She focuses on getting to know each client’s priorities and serving as a resource through the many transitions and decisions that come with life and wealth. She believes a good financial plan should provide confidence in the future while still allowing clients to enjoy their lives today.
Outside of work, Angelica enjoys spending time with her husband and daughter, traveling, and trying new restaurants. She also volunteers with Advisers Give Back, providing pro bono financial guidance to individuals and families who may not otherwise have access to professional financial advice.