OFFICE:: Scottsdale Quarter Headquarters
EMAIL:: info@at-pw.com
TOLL FREE:: 844.590.6081
DIRECT:: 602.732.4745
FAX:: 602.734.5495
Angela Caballero
CFP® MS, Wealth Advisor

Angela has over 15 years of experience in the financial services industry, she is dedicated to delivering professional wealth management advice and knowledge to clients. Angela received her Bachelor of Science in Finance from the Eller College of management at the University of Arizona. With her continued education for financial planning, she received her CFP® and CRP® designations, as well as her Master of Science in Financial Planning.  Angela holds the FINRA Series 7 and 63 through M.S. Howells and Company, Series 66 through Ashton Thomas Private Wealth and holds an Arizona insurance license.

Angela is involved with her community and has served as a Trainer, Treasure and Chairman of the Board at Handi-Dogs, Inc, which is a local non-profit that assists seniors and people with disabilities that gain independence through the specialized training of service dogs. She also enjoys volunteering her time as a multi-year judge for the SIFMA Foundation’s InvestWrite ® national essay competition, challenging students to analyze real world financial issues and answer questions about long-term saving and investing.

Securities offered through M.S. Howells & Co., Inc. a registered Broker/Dealer, member FINRA and SIPC