Designations and Licenses

Angel is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Angel provides comprehensive wealth management services to individuals, families, business owners and foundations. He delivers a wide range of solutions related to financial planning, tax planning, estate planning and portfolio management.

Prior to joining Mariner, he was a wealth advisor at Mercer Advisors, where he was the primary advisor to high-net-worth clients and developed comprehensive financial plans for them.

Angel has a bachelor’s degree in marketing from Syracuse University and a master’s degree in business management from Tiffin University.

Personal Interests

Angel enjoys camping with his wife and kids. He also enjoys participating in various sports activities and is the coach for a youth football team. He is a fan of the Syracuse Orange and Miami Dolphins.