Angel  Melgoza,  CFP<sup>&reg;</sup> - Financial Advisor

Angel Melgoza, CFP®

Certified Financial Planner

Financial Life Advisors

Financial Life Advisors, 2338 N Loop 1604 W
San Antonio, TX 78248-4523
FINANCIAL ADVISOR'S WEBSITE
(210) 547-4211 CONNECT WITH Angel
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General

Angel Melgoza is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Financial Life Advisors in San Antonio, TX and the surrounding communities.

Financial Advisor Overview

Financial Life Advisors is a San Antonio, Texas fee-only fiduciary financial planning firm helping individuals and businesses build purposeful plans for retirement, investing, taxes, and long-term financial well-being.

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Financial Advisor Experience

Angel Melgoza, CFP® is a fee-only financial planner with over 10 years of experience serving the San Antonio Metropolitan area. As the first-generation college graduate, he's navigated his share of financial challenges early on in his life and career. Those experiences sparked a lifelong passion for true life planning. He believes that anyone can achieve financial success with the right guidance, clear advocacy, and a solid plan, no matter where they are starting from. As a practitioner, Angel aims to take the overwhelming complexities of wealth management and translate them into simple, actionable, and purposeful solutions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CSLP®

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Business Taxes, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Startup, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources