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Angela M. Caballero MS, CFP®, AFC®

Financial Advisor


With over 20 years of experience in the financial services industry, Angela is dedicated to delivering professional wealth management advice and knowledge to clients. She received her Bachelor of Science in Finance from the Eller College of Management at the University of Arizona. Angela has continued her education through the College for Financial Planning attaining her CFP® designation as well as her Master of Science in Financial Planning. She is also an Accredited Financial Counselor, aiming to positively impact financial security in her community.