Dorsey Wealth Management
Fee-Only Financial Planner Helping Professional Women Simplify Finances and Grow Wealth
Angela Dorsey, Principal of Dorsey Wealth Management, is a fee only financial planner in Torrance, California specializing in comprehensive financial planning including retirement planning, tax planning, estate planning, budgeting, insurance and investments. Dorsey Wealth Management serves the South Bay area including Torrance, Redondo Beach, Hermosa Beach, Manhattan Beach and the Palos Verdes Peninsula.
Angela has a certificate in Financial Planning from the College for Financial Planning, an MBA from the Anderson School of Management at UCLA and a B.S. in Computer Science from Loyola Marymount University.
Angela is a CERTIFIED FINANCIAL PLANNER® and is a Registered Investment Advisor. She is a member of the Alliance of Comprehensive Planners (ACP), which is an association of fee-only financial advisors. She is also Registered Tax Preparer.
Angela has been an avid investor for over 20 years, and has had a life long interest in personal finance. Because of her interest and knowledge of investing, she would often assist her family and friends in personal finance issues. Angela created Dorsey Wealth Management as a result of her passion of helping others achieve their goals through a comprehensive approach that incorporates all financial aspects of their life.
Angela lives in Torrance California with her husband and two children, and enjoys spending a peaceful day near the ocean or surrounded by nature.
Angela Dorsey is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
A Better Approach to Financial Planning
You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home.
Maybe you’re unsure how to build wealth while educating your children and starting a business.
Perhaps you’re struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.
Whatever your current situation, worrying about finances impacts your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.
Fee-Only, Holistic Advice for Better Financial Decisions and Fewer Worries
Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.
As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us an annual retainer that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change. Knowing in advance exactly how much you are paying for advice and understanding that your advisor puts your interests first brings peace of mind.
Contact us to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Professional Women
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Angela Dorsey is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Angela Dorsey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Angela Dorsey
21250 Hawthorne Blvd.
Torrance, CA 90503