Angela M. Caballero, CFP® MS
COLLEGE ACCESS PROFESSIONAL
Meet AngelaSchedule a Discovery Meeting
Angela is invested in providing unmatched service to her community. She is passionate about ensuring her clients’ experience is unsurpassed and accomplishes this by actively engaging with them throughout the planning process. Angela’s goal is to understand why education is important to those she works with and ultimately discuss how she can help their family pursue their goals.
Angela brings 20 years of experience in the financial industry to the work she provides. She has licenses in FINRA Series 7, 63 and 66, and as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified College Funding Consultant (CCFC), she shares her seasoned knowledge with her clients and peers. As a College Access Professional (CAP), Angela is passionate about her role in developing a college-going mission for all students, particularly those facing barriers to post-secondary planning.
A graduate of the University of Arizona and the College for Financial Planning, Angela has spent most of her life in the Tucson area. An advocate for continued education, Angela serves on the Board of Directors of the Southern AZ Estate Planning Council, Mentor for the CFP Board of Standards, and Adjunct Professor with the Personal and Family Financial Planning program at the University of Arizona. Angela is also a former Board Member and Trainer at Handi-Dogs, Inc.
As an Indian® Motorcycle enthusiast, Angela enjoys spending her free time riding with her fianceé to bike events near and far. She loves training her father’s service dog, Chico and attending local dog-friendly events.
Angela’s altruistic nature has been passed on from her late grandmother, whom Madres Y Esposas: Tucson’s Spanish-American Mothers and Wives Association is dedicated to. She encourages you to read more about these women and their profound impact on those around them.
What do you want clients to know about you and your strengths?
I believe we all have specific talents we are meant to share with the world. I am a bit more on the altruistic side, so putting my clients first and doing what is in their best interest comes naturally.
What motivates you to work hard?
I am passionate about education and am happy to do my part in advancing post-secondary education in my community.
How has your background and childhood influenced your career?
I am a third-generation native Tucsonan and a graduate of the University of Arizona. I graduated with student loan debt and did not feel I had the proper guidance regarding funding my college education.
What would you like Ascension Planning to be known for?
I come from a humble background and was the first in my family to graduate from college. I am committed to helping underserved members of my community do the same.