555 California Street, 35th Floor | San Francisco, CA 94104
Angel Chavez, CIMA®CRPC® is Committed to Taking Care of Your Family as His Own!
Angel has been advising families and corporations in the San Francisco Bay Area with their finances since 1996. He is passionate about helping people to successfully navigate the complexities they face in their financial lives through coaching and guidance. Angel grew up in San Francisco with his grandmother, who instilled in him from a very young age the value of hard work, a strong education, and giving back to his community. These core values have helped him understand the struggles and the tenacity it takes to be successful.
A portfolio manager by trade, Angel was the chief operating officer of a successful technology start-up prior to venturing into the world of finance. He earned his degree in finance from SF State University, received his MBA from Golden Gate University and completed his executive development course work at Haas School of Business, UC Berkeley. In his spare time, Angel competes in Obstacle Course Racing and has completed more than 10 Spartan Races and 3 Tough Mudders in the past few years. He also coaches CYO Cross Country and Volleyball and in the past year he coached several young Latinos to attain their Spartan Trifectas. He truly loves having outdoor adventures with the support and participation of his wife and two children.
Angel is also passionate about giving back to his community. He has served on the Board of the Latino Community Foundation, Juma Ventures and the Susan G. Komen Foundation, among other organizations. In 2015, he founded the Latino Men’s Giving Circle to address the persistent opportunity gaps faced by boys and young men of color. His goal is to partner with other organizations to inspire youth to pursue studies focused on Science Technology Engineering Arts and Math (STEAM).
Angel and his team believe that planning for your family’s financial future can be a complex and challenging process that requires knowledge, experience and a deep dedication to understanding your family’s unique dynamics, values, and priorities. The team delivers comprehensive, family-centric wealth management, which includes having meaningful conversations about money with the entire family. Working together on family business matters and defining and achieving philanthropic goals that align with the family values by using estate planning, tax and wealth transfer strategies. All with an understanding of family dynamics while engaging the next generation in taking ownership of their finances.
What this means for their clients is that the team takes a disciplined, diligent approach to delivering a high level of service and a standard of care that takes into account your family’s best interests and full financial picture in achieving their goals.
“We are committed to taking care of your family as we would our own, with the greater purpose of making a difference and creating a better community,” said Angel Chavez
Angel Chavez, CIMA®CRPC® principles include:
· PERSONAL ATTENTION and service that exceeds expectations
· COMPREHENSIVE APPROACH to wealth management that addresses all financial and
· PROCESS-DRIVEN STRATEGY for helping their clients chart a confident course to their
most important goals
· ACCESS to the global resources, talent and state of the art platforms of one of the
world’s leading investment and wealth management firms
As you can see Angel Chavez, CIMA®CRPC® is with you Every Step of the Way.
As part of our ShopLatino initiative we encourage our community to do business with Latino businesses and in particular those who support our #CreoEnTi initiatives such as our latest #CreoEnTi Business Ambassadors, Angel Chavez, CIMA®CRPC®. You may learn more about them by visiting Angel Chavez or calling them at 415-984-6008.
555 California Street 35th Floor - San Francisco, CA 94104 - 415-984-6008
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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