Angela Mansfield is a 401k Specialist and Investing Coach, working in the 401k industry since 1996. 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 got her first position as a 401k Enroller right after graduating from Occidental College (BA, Psychology), doing in-person education in every office environment you can imagine. She developed two parallel careers, getting her Master’s Degree (Divinity) 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.
Angela is passionate about creating lasting community where people experience confidence around their finances, in their work relationships and office culture, and for their families. She’s found that often 401k participants’ first question is: “How much should I put into my 401k plan?”, so after about a dozen years working for 401k Recordkeepers, she became an Advisor in order to start the discussion a few steps back and more helpfully answer that question – talking about saving, cash flow, and big-picture goals – rather than offering an arbitrary or cookie-cutter response. Angela teaches her clients that everyone can make financial choices that can help create a great life today AND a great life in the future.
Angela has her Series 6, 63, and 65 securities registrations and her Life Insurance & Securities Licenses in many states across the country. She has been a workshop speaker for the Arizona state SHRM conference and the Women’s Leadership Conference, and is a contributing author to “How She Learned”, a book about women and money, which can be found on Amazon. Angela leads virtual workshops and financial book clubs on various financial topics for all of her 401k clients’ employees.
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 & book clubs, watching k-dramas, walking through Old Town Scottsdale at sunrise, boxing at the gym, and travel – especially to places where there are people she loves. Angela enjoys learning as well as leading and has grown in many ways taking Landmark education courses and started learning Korean in 2021 – she’s looking forward to being conversant in the language and traveling to Seoul to see BTS in concert!
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. 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 Number - 0C04696| 8808959.1 Exp. 03/28