Investment Advisor Representative
Angelica is the Founder and President of Strategic Asset Preservation, Inc., South Bay Tax Solutions. And she is also certified in Social Security Claiming Strategies and specializes in coordinating social security and retirement income benefits for Baby Boomers.
She integrates all areas of financial planning which includes tax planning strategies, insurance and legacy planning, retirement planning and other financial leverage channels to help her clients achieve their financial goals.
She has held several securities and insurance licenses for over 18 years, and she specializes in working with various classes of individuals. She works with business owners, baby boomers, people who are retiring, retirees and those who want to protect their retirement savings and maintain their financial standards for very long seasons.
She has also served as an Honorary Co-Chairman of the Business Advisory Council. Her work purview had her participating in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. She has been recognized in the Wall Street Journal for her leadership role.
Angelica has written and published a social security article which was ranked 6th out of 10 on Forbes.com entitled, “5 Things You Should Know About Social Security and Retirement”. She holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – National Social Security Advisor. She is also registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC)
Angelica is passionate about serving her community. She is the Founder and President of Halo of Hope. She is passionate about delivering value to her clients. The combination of her wit, charisma and leadership style has seen her successfully oversee numerous Retirement Income Planning, Wealth Preservation, Legacy Planning and other financial planning projects with huge success. Her wealth of knowledge has continued to create the right solutions for pre-retirees, retirees and everyone who steps into her world.
0M34196- Strategic Asset Preservation, Inc.
0D16189 -Angelica Roxas