Since the beginning of my financial advisor career in 2000, I have enjoyed working with individual and small business owner clients throughout all phases of life in relation to their investment, protection, and financial planning needs. My passion lies in building long lasting multigenerational relationships with my clients based on a foundation of trust, integrity, respect, and competence in the wealth management arena.
I possess the designations of both a CERTIFIED FINANCIAL PLANNER™ certificant and Accredited Investment Fiduciary™. As a CFP® professional my focus is the client’s comprehensive financial picture; educating them on the interconnecting facets that go into making financial recommendations. It is my belief that the more informed a client is on the implications of the decisions they make, the better the chance the client has in pursuing their financial goals. As an AIF® I work with small business owners to help them understand the myriad of retirement planning options that are available to them and help to guide them as to which ones might be the best fit for themselves, their business, and their employees.
Since 2012, I have been named in Pittsburgh Magazine as a “Five Star Wealth Manager”. The Five Star Award from 2012-2015 was based on 10 objective criteria associated with providing services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.
In addition to the emphasis I place on core family values with my wife and two children, I also feel it is my obligation to give back to the community to which I belong. I am honored to serve as a board director and former president of the McMurray Rotary Club, an organization that not only raises funds for both local and worldwide philanthropic organizations, but one that also stresses the importance of active participation service projects which directly impact the people and issues at hand.
Donald Angel is a financial advisor with and securities and advisory services offered through LPL Financial, a registered Investment advisor. Member FINRA/SIPC.