Contributed by: Center for Financial Planning, Inc.®
We are excited to announce Angela Palacios, CFP®, AIF®, as the newest Partner at The Center! She follows in the long tradition of strong female leadership that began with Founding Partners Marilyn Gunther and Estelle Wade. Our team looks forward to working with Angie in her new leadership role.
Let’s take a look back at her time at The Center and how this promotion will affect our operations.
Part-time Associate to Department Head
Angie joined The Center team 10 years ago as a part-time Investment Research Associate, after having her daughter, Lilly. She served as Director of Investments before advancing to partnership.
“I got in on the ground floor of operations, so I got to do a lot of behind the scenes work and focus on investments,” she said. “The Center really allowed me to do what I have a passion to do.”
Laying the Groundwork for Success
Right out of college, Angie earned her CERTIFIED FINANCIAL PLANNER™ certification, awarded in 2003. A Master’s in Business Administration from Nichols College followed in 2007, and she earned the Accredited Investment Fiduciary (AIF®) designation in 2017.
As a CFP®, she has trained to not only understand the analytics side of financial planning, but also the client’s side. The AIF® designation means that Angie complies with fiduciary standards of care and prudent investment practices.
Over the past decade, Angie has become a trusted member of our team. She founded our Social committee, a group that plays a large part in making The Center a wonderful – and award-winning – place to work. We are a family, and Angie makes sure that value is never forgotten!
Angie also created, designed, and implemented the Center for Financial Planning smart phone app, which is currently in the final stages of development.
An Offer of Partnership
Managing Partner, Timothy Wyman, invited Angie to become a Partner because of the work she was already doing. Of course, her new role comes with additional responsibilities, but she will also continue to work on a foundation built over the last decade.
“Angie exemplifies all that we look for in a new partner,” Wyman said. “From day one, Angie has acted like an owner, by being a self-starter and self-manager. Angie shows passion for The Center’s Mission and Vision and most importantly models The Center Values each day. Moreover, Angie is dedicated to helping create a great place to work and shows the utmost respect for all of us. She works tirelessly to bring success to the entire firm (we before me) and has a ‘whatever is needed’ attitude. We are so fortunate that Angie has accepted the partner invitation!”
A Bright Future
Angie will continue to oversee the firm’s Investment Department and Technology department, while adding Compliance function oversight. She looks forward to getting involved with the planning and implementing of The Center’s strategic vision. She will also maintain her role as Chair of the Social committee.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification re-quirements.