Angela Otero, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Retirement Savings Strategies
  • Hispanic Family Finances
  • Teachers and Professors
  • Healthcare Professionals

About Angela

I started my career in the financial industry back in 2014 as a branch office administrator, helping advisors and clients build solid relationships. After years working as a support person, I decided to pursue my own dream and became a financial advisor. I recognized the urgent need of female leaders in a male dominated field, and with the support of my team, I discovered a passion for helping and educating clients to be able to accomplish their goals before, during and after retirement.

My family has been the engine of my career. My husband, Chris, has always inspired me to do...

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Florida Intl UniversityBachelor of Arts

Personal Interests

  • Cooking
  • Community Outreach
  • Fine Dining
  • Health & Nutrition
  • History and Museums

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