Angel oversees the financial planning and wealth management operations of Veritas Financial as our Director of Financial Planning and Wealth Management.
A native of Peru and raised in Miami, Florida, he started his career with Merrill Lynch in 2000 in its Miami International office working exclusively with ultra-high net worth clients from South America. After considering running the Puerto Rico wealth management office for Banco Santander in 2002, he instead left the industry on the heels of 9/11 and moved to Washington D.C. to live with his college sweetheart. He was subsequently hired by Edelman Financial in Fairfax, Virginia where he honed his financial planning skills working with a group of senior financial advisors. In 2004, Angel opted to go back to Merrill Lynch in their Washington D.C. office where he focused on portfolio management and business development. After nine years with Merrill, Angel was recruited by UBS to work and consult to several wealth management teams.
In 2019, Angel had the good fortune to seek a position with Veritas Financial and he immediately clicked with founding partners Brock Jolly and Gerald Radican. “These guys get it,” he recalls thinking after the initial interview. At Veritas, Angel’s responsibilities include synchronizing all aspects of the fee-based financial planning process, the investment research and oversight of the firm, and offering a comprehensive wealth management experience to Veritas clients. Angel is passionate about providing solutions to clients that add value and strives to implement a Family Office approach. Operationally, Angel focuses on increasing efficiency of processes and effectiveness of time management. He holds an MBA from Georgetown University’s McDonough School of Business and a bachelors in Political Science from The University of Michigan in Ann Arbor (Go Blue!).
Angel lives in Great Falls, Virginia with that same college sweetheart, Seri, three beautiful daughters, Vivian, Evelyn and Catalin, and his rescue pup Paco. In his spare time, he enjoys reading non-fiction, watching La Liga Spanish soccer, hanging out with his family, gardening, and traveling. His favorite vacation spots are Coronado, California and Turks & Caicos.
Angel is located in our Tysons, Virginia office, and can be reached by phone at 703-424-2404 or via e-mail at firstname.lastname@example.org.