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
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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

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - CSLP®

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, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Life Planning, Startup, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources