Angel Escobedo
CFP®
Capasso Planning Partners
Partner & Financial Advisor
Angel Escobedo
CFP®
Capasso Planning Partners
Partner & Financial Advisor
At Capasso Planning Partners, we focus our advising expertise on guiding individuals and families by helping them navigate complex financial problems to actualize tangible long-term goals through fee-only financial planning. - Angel Escobedo, CFP®
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Angel Escobedo is an Austin, TX fee-only financial advisor serving clients locally and across the country. Capasso Planning Partners provides comprehensive financial planning, retirement planning, tax and estate planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Angel Escobedo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Angel Escobedo has worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. Texas Tech University is often regarded as the top university for financial planning and has produced more industry leaders than any other.
Angels' primary goal as a financial planner is helping his clients light a financial path to dignity, awareness, hope and a worry-free life. Angel's experience working with both the large broker-dealers and small family offices has allowed him to create a financial planning experience that is both personal and actionable allowing the client to achieve financial peace of mind.
Angel is an active volunteer in VITA, which is a nonprofit program that assists low-income individuals in getting their taxes done free-of-charge. Being involved in this program to help give back to the community is something Angel takes pride in.
In his free time, Angel enjoys being active, trying out new locally-owned restaurants, breweries, theaters, and other local businesses.
We are a Fee-Only wealth management firm that offers a refreshingly personal, comprehensive, and integrated style designed to help you take control over your finances, simplify, reduce anxiety, and achieve your ideal life.
We have the experience and wisdom to work with clients in all stages of their financial life cycle. We have also developed a program to work with young professionals in the early stages of their career that do not meet the minimum requirements of most advisory firms.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Large Estates with Complex Trusts
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Angel Escobedo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Capasso Planning Partners is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Angel Escobedo
Office Locations:
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9600 Great Hills Trail
#150W
Austin, TX 78759 -
501 Congress Avenue
Suite 150
Austin, TX 78701
