Angela Palacios, CFP®, AIF®

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Angela Palacios, CFP®, AIF®, is a Partner and Director of Investments at Center for Financial Planning, Inc.®

Active in the financial planning industry since 1999, Angela joined The Center team in 2008. She specializes in investment and macroeconomic research and oversees the management of client portfolios. Angela also provides leadership to the firm’s Investment, Technology, and Compliance Departments. In addition to writing a quarterly Investment Commentary for The Center, she is a frequent contributor to The Center’s “Money Centered” blog and heads up the firm's Investment Committee. Angela also serves as a financial planner with a particular interest in helping members of corporate leadership navigate complicated employer benefits packages. She helps enable them to take advantage of proactive planning strategies during their highest earning years and transition confidently into retirement.

Before coming to The Center, Angela worked five years for Wachovia Securities, where she helped clients with financial and investment planning as a CERTIFIED FINANCIAL PLANNER™ professional.

Angela has settled in Howell with her daughter, Lilly, and husband, John. She stays active by playing golf and figure skating with her family. With their teams, she and Lilly represent the U.S.A. in the Adult and Senior categories of Nations’ Cup Theater On Ice in 2019, 2023 and again in 2024! They skate under Harmony Theatre Company.

EDUCATION:

• Master of Business Administration, Nichols College

• Bachelor of Arts, Economics, Aquinas College

• Small Giants Leadership Academy

Licensing & Certifications:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Accredited Investment Fiduciary® (AIF®)

• Series 7, Series 63 and Series 9/10 Securities Licenses

Areas of focus & interest:

• Investment Management

• Proactive tax planning

• Executive Corporate benefits