Angela has more than 30 years of financial experience and is committed to making dreams possible. As a Certified Plan Fiduciary Advisor® (CPFA), Angela helps clients understand their risk tolerance and investment objectives, while actively offering portfolio management advice. Angela was promoted to first vice president, wealth advisor in April 2021.
Angela is fluent in Korean and holds Series 7 and 66 securities registrations in addition to life and health insurance licenses. She was named a 2022 Cetera Circle of Excellence* honoree and has received multiple honors for her commitment to serving her customers.
Angela studied finance at the University of Hawaii and Institute of Financial Education and is a proud graduate of McKinley High School. She enjoys supporting the local community, playing golf and doing CrossFit.
*Cetera Circle of Excellence: This recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
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† Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817. (808) 735-1717.
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