Angela Dorsey

CFP®, MBA

Dorsey Wealth Management

Principal

Angela Dorsey

CFP®, MBA

Dorsey Wealth Management

Principal

Dorsey Wealth Management is a Fee-Only, Comprehensive Financial Planning firm focusing on the needs of Professional Women in a personalized and educational environment. - Angela Dorsey, CFP®, MBA

(310) 370-7776

Fee-Only Financial Planner Helping Professional Women Simplify Finances and Grow Wealth

Angela Dorsey is a Torrance, CA fee-only financial planner. Dorsey Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Angela Dorsey is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

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
  • Novice Investors
  • Professional Women

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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

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Office Locations:

  • 21250 Hawthorne Blvd.
    Suite 700
    Torrance, CA 90503

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