Angela Palacios, CFP®, AIF®
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Partner, Chief Investment Officer
CERTIFIED FINANCIAL PLANNER®
Angela Palacios, CFP®, AIF®, is a Partner and Chief Investment Officer 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 committee and Compliance Department. As a CFP® professional, Angela works with clients and their families to meet their financial planning goals. She also is a member of the firms High Net Worth Practice Group which is a specialized team to serve the unique financial needs of affluent individuals and families.
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 lives in Howell with her daughter, Lilly, and husband, John. She stays active by playing golf and enjoys traveling with her family. She and Lilly have represented the U.S.A. in the Adult and Senior team figure skating categories of Nations’ Cup Theater On Ice in 2019, 2023, 2024 (and Lilly one more time in 2026)! 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