Angela Palacios, CFP®, AIF®

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  Director of Investments

Director of Investments

Angela Palacios, CFP®, AIF® Director of Investments at The Center, joined the firm in 2008 and has been active in the financial planning industry since 1999.  Angela manages the firm’s investment department, conducts research and manages client portfolios.  She also writes a quarterly Investment Commentary for The Center, is a frequent contributor to the Money Centered blog, and heads up the firm's Investment Committee.

Prior to coming to The Center, Angela worked for Wachovia Securities for 5 years where she was a CERTIFIED FINANCIAL PLANNER™ professional conducting financial and investment planning for her clients.

Personally, Angela enjoyed living in Germany for three years where she enjoyed traveling and learning the language from 2004 until 2007.  After returning home she now lives in Howell with her daughter and husband, Lilly and John.

Education:

  • Bachelor of Arts degree in Economics, Aquinas College in Grand Rapids, MI
  • MBA, Nichols College in Dudley, MA
  • CERTIFIED FINANCIAL PLANNER™ certification in 2003
  • Accredited Investment Fiduciary® in 2017

Areas of Focus and Interest:

  • Investment research
  • Due Diligence
  • Behavioral Finance
  • Socially responsible / ESG investing

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.