Angelica San Felipe, CFP® – Planning Associate

Get to know Angelica:

Tell us a little about yourself that isn't financial services based!

 I can speak and write a little bit of Korean language due to my love for kDramas.

How long have you been with Peninsula Wealth? What attracted you to the firm in the first place?

I started with Peninsula Wealth in 2019! I admired that their employees are tenured and the location is in the city. Those two things stood out to me at first, but I have since learned that there is a lot more to respect about this team.

What is your favorite part of your job?

My favorite part of the job is that learning never ends. It’s cliche but it is true. Regulations, taxes, client needs/goals  change over time and we have to keep up with it.

What do you think is the biggest misconception about financial planning and what would you say to people to correct it?

It depends, some folks think it is just picking stocks or ETFs. I’d correct it by saying financial planning is more than that. Financial Planning is a collaborative process where we help our clients achieve their life goals with the resources and tools available to them. It’s an on-going process and it should be done holistically. 

What advice do you have for people who are considering financial planning services?

Go for it! It’s worth being able to relax knowing that someone is keeping you in check and taking care of your finances.

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