Angel Escobedo
CRD Number: 6812483Current Firm: Capasso Planning Partners LLC
Compensation Model: Fee Only
Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.
I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.
I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.
I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.
I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, In the top 10% of all advisors interviewed by Zoe Financial, and most importantly I have a 95% client retention rate over the span of my career.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | San Francisco, CA | Jan 2022 - Current | 2 |
| Capasso Planning Partners LLC | Austin, TX | May 2020 - Current | 4 |
| Charles Schwab & Company, Inc. | Austin, TX | Mar 2019 - May 2020 | 1 |
| Unemployed | Unemployed, TX | Nov 2018 - Feb 2019 | < 1 |
| Lake Tahoe Wealth Management | Folsom, CA | Jan 2018 - Oct 2018 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
- TX
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Total Assets Under Management333MILLIONS
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Total Number of Accounts1,588ACCOUNTS
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Average Account Value$209,547
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
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