Barjes Angulo

Barjes Angulo is a seasoned financial adviser and the founder of Angulo Strategies, a firm dedicated to helping clients navigate their financial planning and retirement strategies. With over 19 years of experience in the industry, Angulo has been instrumental in providing tailored financial solutions to individuals, families, and business owners since the establishment of his firm in 2001.

Professional Background

Angulo holds several professional designations, including Retirement Income Certified Professional (RICP), Life and Annuity Certified Professional (LACP), Certified Long-Term Care (CLTC), and Life Underwriting Training Council Fellow (LUTCF). His expertise lies in creating integrated financial plans that encompass investment and insurance products, ensuring that clients make informed decisions aligned with their financial goals.1

Approach and Philosophy

At Angulo Strategies, the mission is to create financial order for clients by providing clarity, options, and guidance. The firm emphasizes trust, transparency, and experience in delivering objective advice. Angulo's approach includes working closely with clients to identify their financial objectives and developing strategies that cater to their unique needs.12

Personal Life

Beyond his professional endeavors, Barjes Angulo values family life. He resides in Inwood, New York, with his wife Katherine and their three children. He is also an enthusiast of Brazilian Jiu-Jitsu, holding a purple belt in the martial art.1

Overall, Barjes Angulo combines extensive knowledge in financial planning with a personalized approach to help clients achieve long-term financial success.