Angelo is a Financial Professional with Equitable Advisors located in Williamsville, NY. Angelo is a retired Captain in the United States Air Force, where he served several tours in the Middle East. He graduated from the State University of New York at Buffalo in 2000 with a Bachelor’s of Science Degree in Business Administration. He has also been accredited two Associate of Science degrees in both Human Resources and Logistics from the Community College of the Air Force.
Angelo has chosen to work with the Buffalo office because of its size, strength, and the unlimited resources available to help his clients. He is devoted to helping his clients work towards their financial goals through a holistic and in-depth process of financial planning. Angelo offers customized strategies tailored to wealth accumulation, protecting families and estates, while developing proper planning for retirement years. He respects that each client works hard for their money, and he does not take his fiduciary responsibility lightly. He focuses on long term relationships with his clients based on trust and respect. Angelo’s philosophy and dedication has given him continuous referrals of family, friends and co-workers from his current clients in which he feels very honored and blessed to receive.
Angelo lives in Lancaster with his wife Maria and his three children - Alexandria, Angelo Jr., and Anthony. He is very proud of his military service and being a family man. He is very active in his church and his community. He started his career in sales right out of active duty Air Force in 1992. After moving back to Buffalo in 1993 he joined the 914th Air Reserve Wing. Throughout the years he has become well rounded in business and life. He has diversity in industries; military, small business advocacy, medical/health, manufacturing and finance.
Angelo has dedicated his efforts to his Brothers and Sister of the Armed Forces and First Responders, helping them maximize pension income during their retirement. With his wife being a teacher, he has committed his time to the school district’s employees with proper pension protection strategies and allocations. His roots of being a small business owner have led him to focus on helping employers with tax strategies, proper planning of employer/employee retirement plans and benefits. He has found that the implementation of his ideas have led to increased employee retention and productivity for his business clients.
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