About

Financial Services Los Angeles. Insurance and Retirement Planning.

Angelica C. Jones is a well known financial educator in Los Angeles county and who is also an Income Planning Advisor since 2000. The mission of the firm is to “Assist clients in achieving the financial goals and objectives that are most important to them, by integrating all areas of proper planning, which includes financial, insurance, tax and legal strategies.”

Angelica holds several securities and insurance licenses and specializes in working with baby boomers, business owners and those about to retire who want to protect their retirement savings and way of life. She started her first company in 1987 and has been in the financial services industry for 9 years, after studying Financial Planning at UCLA.

Angelica also serves as an Honorary Co-Chairman for the Business Advisory Council where she is able to participate in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. She has been recognized in the Wall Street Journal for this leadership role.

Angelica’s comprehensive knowledge of strategies for Retirement Income Planning, Wealth Preservation and Estate Planning allows her to provide her clients with appropriate financial education and a wide range of financial strategies appropriate for each unique situation. She has used her knowledge to help retirees and pre-retirees plan for lifetime income while minimizing the potentially devastating effects of stock market risk. Angelica is a prepared and trustworthy advisor who provides professional, ethical guidance.