Each client works directly with me. As an experienced financial planner with the latest technology and a network of subject experts, I can focus on your individual needs. As a wife, mother, and business owner, I am uniquely suited to understand and serve the financial needs of women. I talk to you in plain English and eliminate unnecessary financial jargon so that you always understand your plan.
I also offer virtual services for your convenience. I am legally bound to put your best interest first, and I take this commitment very seriously. I put my clients' interests first. I will always provide clear, objective, professional advice that is in your best interest. My integrity and my word mean everything to me.
I also offer virtual services for your convenience. I am legally bound to put your best interest first, and I take this commitment very seriously. I put my clients' interests first. I will always provide clear, objective, professional advice that is in your best interest. My integrity and my word mean everything to me.
Services
Angela Dorsey, CFP(R), MBA is a fiduciary fee-only financial planner helping women and couples achieve a secure financial future. Dorsey Wealth Management is located in Torrance, California, and also serves clients virtually across the country. Dorsey Wealth Management partners with clients on an ongoing, personalized basis providing Comprehensive Financial Planning and Investment Management.
Angela created Dorsey Wealth Management because she had a lifelong passion for financial planning. She enjoyed helping others better understand and organize their finances, then put a plan in place to achieve financial goals. While helping her friends, who were smart and successful women, she noticed many didn't have the knowledge and confidence to manage their personal finances well.
Having a plan to achieve and sustain the lifestyle you desire is critical. We will work collaboratively to create a tailored financial plan that reflects your values, goals and finances. You will receive ongoing comprehensive Financial Planning and Investment Management services. Proper implementation and good decision making are key to stay on track and reach your financial goals.
Dorsey Wealth Management provides wealth management and retirement planning to women and couples. Our typical client is usually preparing for retirement, experiencing a divorce, or has recently lost a spouse. Our comprehensive services will be most valuable to you if you have at least $600,000 in investable assets.
Working with a trusted financial partner is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it's our mission to simplify the complexities of your financial life so you can focus on what matters most. How do I best manage my finances after a sudden change such as a spouse's death or receiving an inheritance?.
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