Angelica Roxas

Angelica Roxas is a seasoned Investment Advisor Representative who has worked for more than 20 years in the financial sector and also recognized as a Certified Tax Advisor. She is the president of South Bay Tax Solutions, Strategic Asset Preservation, Inc. She is well-known for her expertise in social security claiming strategies.

Angelica Roxas supervises a committed group of professionals who work under her guidance to help individuals and business owners in financial and tax matters. The team provides financial planning and tax planning to a broad range of clients. The core focus of their services is on retirees looking for a financially stable retirement life.

Angelica's team is competent and takes advantage of new laws, credits, and ways to save taxes. They try to ensure enhancement in savings and ensure a happy retirement life. The team works with clients to build customized tax solutions that are completely in line with every individual's unique financial situation. Due to combined efforts clients receive proactive financial and tax planning that satisfies the unique requirements of every individual and business owners.

A working mechanism is completely client-centered. Each strategy is carefully developed keeping in view clients' demands and financial objectives. They offer a wide range of services that cover tax preparation, investment management, and retirement planning. Clients can easily navigate complex financial environments with more confidence and peace of mind.

Angelica's team ensures the improvement of the overall financial well-being of retirees and maximizes savings in taxes. Through continuous training and courses, the staff stays up to date on the latest trends and best practices. Due to the latest knowledge and skills, they provide innovative solutions to meet the specific requirements of each client. They establish long-lasting relationships with clients based on trust, transparency, and mutual success.