Angela Mansfield is a 401k specialist passionate about helping people claim their power around their money. When visiting 401k clients, Angela found that every participant’s first question is: “How much should I put into my 401k plan?”, and after about a dozen years in this field working for 401k recordkeepers, she became an advisor because she wanted to start the discussion a few steps back from that question – talking about saving, cash flow, and big-picture goals. Angela teaches her clients that everyone can make financial choices that create a great life today AND a great life in the future.
With 15 years of experience in the retirement services industry, Angela has her Series 6, 63, and 65 securities registrations and her Life Insurance License in many states across the country. She works with business clients as the advisor for their 401k plans and with individuals to offer education and strategy about investments, retirement planning, and insurance products. Angela hosts monthly financial coaching clubs for her clients, including one specifically for women, to discuss books written on various financial topics. She also enjoys strategizing with her clients about how to both increase and maximize the use of their income.
While Angela had her first position as a 401k enroller right after graduating from Occidental College, she has actually had two parallel careers, getting her Master’s Degree to be a youth pastor in the Presbyterian Church (USA), and trading off working in the retirement planning industry and working in the church, before coming back to the corporate world full-time in 2013. She enjoys learning as well as leading and has recently enjoyed taking courses through Landmark, something her own financial advisor encouraged her to do!
Outside of work, Angela enjoys watching baseball (Spring Training trips with her dad are a big part of what landed her in Scottsdale) and basketball, reading, watching the sunset from her balcony, and travel – especially to places where there are people she loves. Angela is planning to learn how to sew her own clothes this year.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License # 0C04696 | 2020-102519 | Exp. 05/22