Angela Berry
Wealth Management Advisor @TIAA
Walnut Creek, CA, US
EMAILS
a••••••••@tiaa.org
MOBILE NUMBERS
+16•••••••52
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WORK HISTORY
Oct 2025 — Present
Wealth Management Advisor @TIAA
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Walnut Creek, CA, US
Developed strong relationships with clients to understand their retirement and investment needs. • Provided comprehensive financial education and planning tailored to individual goals. • Collaborated with clients to create personalized investment strategies that align with their financial objectives.
EDUCATION
N/A
Spelman College
Bachelor of Science - BS, Chemistry
1996 — 1998
University of Phoenix
MBA, Marketing
1980 — 1984
Spelman College
Bachelor of Science - BS, Chemistry
SKILLS
InvestmentsZumba InstructionRetirement PlanningRetirementStrategic Financial PlanningClient ServicesMentoringAnnuity SalesNonprofitsFinancial AdvisoryOperations ManagementStrategic PlanningHealth InsuranceAsset AllocationMutual FundsFinancial ServicesCustomer ServiceLife InsuranceFinanceWealth ManagementIT Service ManagementClient RelationsInvestment AdvisorySeries 66Asset ManagementPublic SpeakingLeadershipManagementSeries 7InsuranceFitness InstructionCoachingFinancial PlanningPortfolio Management
ABOUT ANGELA BERRY
With over 20 years of experience in financial consulting, I provide tailored wealth…
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