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

Angel Melgoza, CFP®

Lead Financial Planner

Your Richest Life

Your Richest Life, Virtual / Remote
Edinburg, TX 78541-9846
FINANCIAL ADVISOR'S WEBSITE
(956) 507-0257 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 Your Richest Life in Edinburg, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Cross-border Planning, Business Taxes, Career Change, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Startup, Succession Planning, Starting a Family, Personal Taxes

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Helpful Financial Planning Resources