Angela Dorsey, CFP®, MBA

Fiduciary Financial Advisor Specializing in Financial Planning for Women.

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

Serving Clients Nationwide

Fiduciary Financial Advisor Specializing in Financial Planning for Women.

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 am dedicated to building trusted relationships, and clients often choose to work with me for this reason. I strive to earn my clients’ confidence by ensuring they understand the reasoning behind my financial recommendations. My goal is for all my clients to feel confident, secure, and have a sense of peace when it comes to their financial and retirement planning.

My clients are smart, engaged women who want to better manage their money and feel more in control of their finances. They want someone they can trust, who listens carefully and offers unbiased advice. If this sounds like you, then please consider scheduling a call with me today at (310) 370-7776 to see if we can work together to help you achieve your financial goals and retire to a life you love!

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 or confidence to make sound decisions on important financial matters that impacted themselves and their families in big ways. 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 fee-only financial planning firm for women, one that does not receive commissions from investment product recommendations.

I have an MBA from the Anderson School of Management at UCLA, and 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. Connect with me on LinkedIn today!

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

You can schedule a no-cost, no-obligation call by clicking the 'Book Intro Call' button above. 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 Dorsey Wealth Management is the right firm to help you reach your financial goals. Please note that we offer ongoing financial planning services, we do not offer one-time financial plans or hourly advice. Please review "Becoming A Client" on dorseywealth.com for more information.

Offers Investment Management

Yes

About our Firm

At Dorsey Wealth Management, we partner with women across the country to help them make smart decisions about their money so they can retire to a life they love! As a woman-owned, comprehensive financial planning firm, our personalized approach addresses the unique financial planning needs of women who want to be engaged in their finances. We help our clients prepare for the various stages of their lives and gain financial peace of mind by providing ongoing retirement planning, investment management, and tax planning services. By working together through life’s unexpected twists and turns, we strive to ensure our clients feel we are in their corner and on the same page. Schedule a call today at (310) 370-7776 or click the 'Book Intro Call' button above to see if Dorsey Wealth Management is a good fit for 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 investment products we recommend. We do not provide hourly services or one-time financial plans. To learn more, visit our website at dorseywealth.com.

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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