Dangelo J.
UHNW Solutions to Grow Wealth & Fund Projects, even for SMB Owners
- Role
- Sr Client Success Manager at Full Focus Financial
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Experience
Sr Client Success Manager
Jan 2024 — Present
Through Full Focus Financial, D\'Angelo helps people with their federal benefits, estate planning, tax planning, Social Security planning and wealth management needs. As an employee benefits expert for over 8 years, D\'Angelo has simplified every step of the retirement process. Today, he takes a long-term approach to retirement planning with people in the public and private sectors. Keep It Super Simple is always best, even when the paperwork is filled with legalese because as Albert Einstein said: “If you can’t explain it simply, you don’t understand it well enough.”D’Angelo uses the Top Rank Retirement Roadmap software to discover each client’s needs and goals. He and his team then develop a personalized financial strategy to help clients navigate their way to a rewarding, low-stress retirement. D’Angelo collaborates with a large and sophisticated team of CPAs, financial professionals, and tax attorneys to offer clients all the financial and tax planning resources they need to map out their desired retirement goals.
Education
Arizona State University
Bachelor of Arts - BA
Thunderbird High School
Diploma
Fukuoka International School
General Education
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