Angel G. Escobedo CFP® / Financial Advisor in Austin, Texas

Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.

I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to achieve complete financial peace of mind.

I am an active volunteer in VITA, a nonprofit program that helps low-income individuals get their taxes filed free of charge. Being involved in this program to help give back to the community is something I take pride in.

I enjoy being active and trying out new locally-owned restaurants, breweries, theaters, and other local businesses in my free time.

I've been a numbers guy my whole life, so I like percentages; here are some about me: I am part of the 5.4% of advisors under the age of 30, part of the 3.5% of Black/Latino CFPs in the country, part of the 1% of CFP advisors that speak Spanish, and most importantly I have a 95% client retention rate over the span of my career.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Debt Management Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Sustainability Wealth Management Young Investors
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