Angelica San Felipe – Client Associate

Get to know Angelica:

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

I love hiking! My love language is acts of service, and I normally cook for people I love.

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?

I love the continuous learning. But really the team is my favorite! I love our team and how everyone is connected together

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 stock picking. I’d correct it by saying financial planning is more than stock picking. It is planning for your present, your future, and the future of your children (if any). It tackles every aspect of your life.

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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