Meet Your Advisor
Angel Moon
LPL Financial Planner
I am passionate about financial literacy for everyone. I personally believe that financial education should start from grade school. Sadly, that is not the case in our current environment. Whether you are starting from the basics or need further improvement in your financial knowledge I am here to help and educate. Once you understand more about your financial situation, the more we can work together to improve and build a solid plan for the future.
I started my career in the financial services industry in 1995. I have a BA in Business Economics from University of California, Santa Barbara and an MBA with emphasis in financial planning from California Lutheran University.
I am a Certified Financial Planner, Enrolled Agent and LPL Financial Advisor. I hold Series 6, 7 and 63 registrations through LPL Financial and California insurance license (#4257440).
Aside from work I enjoy running, eating and cooking different cultural foods and spending quality time with my husband and two sons.