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
Customer/Client ServiceView LinkedIn profile

Experience

  1. Sr Client Success Manager

    Full Focus Financial

    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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Dangelo J. — Sr Client Success Manager at Full Focus Financial in Las Vegas, NV, US | Unifers