Angela Palacios, CFP®, AIF®

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Partner and Director of Investments

Partner and Director of Investments

Angela Palacios, CFP®, is a Partner and Director of Investments at Center for Financial Planning, Inc.® 

Active in the financial planning industry since 1999, Angela joined The Center team in 2008. She specializes in investment and macroeconomic research and oversees the management of client portfolios. Angela also provides leadership to the firm’s Investment, Technology, and Compliance Departments. In addition to writing a quarterly Investment Commentary for The Center, she is a frequent contributor to The Center’s “Money Centered” blog and heads up the firm's Investment Committee.

Before coming to The Center, Angela worked five years for Wachovia Securities, where she helped clients with financial and investment planning as a CERTIFIED FINANCIAL PLANNER™.

Angela has settled in Howell with her daughter, Lilly, and husband, John. She stays active by playing golf and figure skating with her family. With their teams, she and Lilly will represent the U.S. in the Adult and Novice categories during the Nations’ Cup Theater On Ice 2019 Competition. They skate under Harmony Theatre Company.

EDUCATION:

  • Master of Business Administration, Nichols College

  • Bachelor of Arts, Economics, Aquinas College

Licensing & Certifications:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Accredited Investment Fiduciary® (AIF®)


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.