Angela Dorsey, CFP®, MBA

Helping Women Retire To A Life They Love

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Dorsey Wealth Management Angela Dorsey, CFP®, MBA
Torrance, California

Serving Clients Nationwide

Helping Women Retire To A Life They Love

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hi, I'm Angela Dorsey. I am a financial advisor and founder of Dorsey Wealth Management, a Fee-Only Financial Planning firm in Torrance, CA, specializing in Wealth Management and Retirement Planning for Women and Couples. I have an MBA from the Anderson School of Management at UCLA.

Clients often choose to work with me because of my dedication to building trusted relationships. Clients find confidence knowing that I ensure they understand the reasoning behind my financial recommendations. I strive for clients to feel confident, secure, and have a sense of peace.

Prior to becoming a financial advisor, I worked for several large corporations as a Senior Compensation Consultant. I noticed many women didn’t have the knowledge and confidence to make important financial decisions that impact themselves and their families. Some did seek help from a “financial advisor” but walked away feeling confused and frustrated when they were just being sold investment products.

From this experience, I saw the need to provide financial planning for women in a supportive and collaborative environment. After more than 20 years in Corporate America, I followed my dream of starting a comprehensive financial planning firm for women.

My clients are smart, engaged women who want to better manage their money and feel more in control of their finances. They seek my help because they want someone they can trust, who listens carefully and offers unbiased advice. As a fee-only financial advisor, I do not receive commissions to recommend any investment.

I am a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor. I'm a member of NAPFA (National Association of Personal Financial Advisors), the Los Angeles Chapter of the Financial Planning Association and the South Bay Estate Planning Council.

I live in Torrance, CA, with my husband and my cat. I enjoy Yoga and spending time at the beach and in nature. I am a self-proclaimed Foodie and a regular supporter of Best Friends and spcaLA.

Specialties include: Retirement Planning, Comprehensive Financial Planning, Investment Management, Financial Planning for Women, and Tax Planning.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

21250 Hawthorne Blvd Suite 500, Torrance, CA 90503

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a no-cost, no-obligation call. Our goals are simply to learn more about you and your specific situation, identify matters most important to you, and give you the information you need to determine whether we are the right firm to help you reach your goals. Please review "Becoming A Client" on our website. We offer ongoing financial planning services. We do not offer one-time financial plans or hourly advice.

Offers Investment Management

Yes

About our Firm

About Dorsey Wealth Management

As a financial advisor in Torrance, CA, we partner with women to help them make smart decisions about their money so they can retire to a life they love! We serve clients virtually across the country.

We are a fee-only comprehensive financial planning firm that provides ongoing retirement planning, investment management, and tax planning. We do not provide hourly services or one-time financial plans.

As a woman-owned firm, our personalized approach addresses the unique financial planning needs of women who want to be engaged in their finances. Typically, our clients are a few years from retirement or are recently retired.

We help you gain financial peace of mind and prepare you for all the stages of your life. By working together through life’s unexpected twists and turns, we always want you to feel we are on the same page as you.

Dorsey Wealth Management, founded in 2011, is a fiduciary, fee-only financial planning firm located in Torrance, California, serving clients virtually across the country.

As a Fiduciary, we put our client’s best interests first. Fee-only means we do not receive commissions on investments we recommend.

Education

UCLA Anderson School of Management, Master of Business Administration (MBA), Loyola Marymount University, Bachelor of Science (BS), Computer Science

Badges

Hobbies and Interests

  • Animals
  • Beach
  • Eating Out
  • Reading
  • Relaxing
  • Shopping
  • Traveling
  • Walking
  • Yoga

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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