Angela is a founding member of The Simmons Group with over three decades of experience in the wealth management industry. She is driven by a desire to help people make sense of financial complexity and create meaningful strategies that remove worry from their lives.
Her approach centers on comprehensive planning; Angela and the team serve as financial stewards who watch for opportunities and challenges clients may not yet see, helping them grow, preserve, and transfer wealth with thoughtfulness and care.
Angela is a Certified Divorce Financial Analyst® and Accredited Domestic Partnership Advisor®, bringing awareness of issues specific to clients in transition. She partners with family law attorneys and individuals navigating divorce to strategize and illustrate scenarios showing the long-term implications of settlement options. Her work alongside clients in the mediation and settlement process builds the foundation for confidence in decision making for the future.
Beyond the Office
When she's not working, you will most likely find Angela spending time with her husband, teenage daughter, and two dogs - preferably near salty water where they can beachcomb and enjoy marine life. She can easily become absorbed in a jigsaw puzzle and loves creative pursuits like crafting, cooking, and decorating. She is currently learning golf and she appreciates that it's a sport you can enjoy with anyone, regardless of age or skill level.
Education
- Pepperdine University, B.A. in Advertising and Telecommunication, 1990
- Pepperdine Graziado Business School, M.I.B., 1993
Professional Designations and Registrations
- Certified Financial Planner® Certification
- Certified Investment Management Analyst (CIMA ® )
- Certified Divorce Financial Analyst (CDFA ® )
- Accredited Domestic Partnership Advisor (ADPA ® )
- Series 7
- Series 24
- Series 31
- Series 63
- Series 65
- Insurance
The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.