Our Firm

At Angulo Strategies, we enjoy helping create financial order for our clients by providing clarity, options, and guidance. This is done by integrating your financial plans*, insurance and investment products so the best possible financial decisions can be made.

We maintain affiliations with highly respected and successful professionals so we may continue to deliver objective advice with trust, transparency and experience. We are proud to work with the Latino community as well, providing quality advice and service in both English and Spanish.

At Angulo Strategies, we specialize in financial and estate planning*, providing a fresh perspective on choosing the financial products and services that are right for you and your family. Whether you are a business owner, professional, or part of a family, we work hand-in-hand with you to formulate a goal-driven plan.

With the aid of a financial data-gathering platform, and often collaborating with your other trusted advisors, such as attorneys and CPAs, we can provide holistic advice and tailored solutions that address your complete financial picture. We strive to simplify your life by bringing the resources, information and guidance you need to help accomplish your financial objectives.

*Offered through Barjes' affiliation with Eagle Strategies LLC, a Registered Investment Adviser.

Our Team

Headshot of Barjes Angulo

Barjes Angulo, LUTCF®, RICP®

Financial Advisor

Headshot of Katherine F. Angulo

Katherine Angulo

Director of Client Experience

Headshot of Giovanni Classen

Giovanni Classen

Associate Financial Advisor

Headshot of Wrinkles

Wrinkles

Chief Happiness Officer & Director of Security

Our Strategic Alliances

Please click on an alliance to learn more about them.

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Barjes R. Angulo works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Learn more about The Nautilus Group®

Eagle Strategies LLC

Through Eagle Strategies, Barjes R. Angulo provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

Learn more about Eagle Strategies LLC

Ash Brokerage

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

New York Life

Barjes R. Angulo and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 9/12/19)

Where We Do Business

We are proud to serve clients in Arizona, Texas, Florida, Georgia, North Carolina, New Jersey, Pennsylvania, New York, Connecticut, and Maryland.

Our Focus

When helping you plan for your financial future, we follow a simple 5-point process created to ensure each individual clients’ goals are met in the most effective way possible.

  • Clarification

    The first step in our client-advisor relationship involves getting to know you and your goals. Before moving forward, our team will address your concerns, answer questions, and identify your future financial objectives.

  • Organization

    Here at Angulo Strategies, we believe that if a plan is not properly organized, its chances of success are diminished. For this reason, the next stage of our process is to ensure all of your accounts, documents, and flows of money are coordinated through the use of our wealth management system.

  • Reporting

    In order to understand where you are going, we need to understand where you currently are. To do so, our advisors look at the material reported in monthly or quarterly statements and in semi-annual or annual reviews and also consider your investment allocations and retirement income projections. This exploration stage helps us better understand your current finances so we can create a plan that best meets your needs.

  • Implementation

    At this point in the process, we are ready to take action and get things done, whatever they may be. Whether it is meeting with an attorney, talking to accountants, discussing life insurance, or anything else, our team works with you to take the next steps.

  • Accountability

    Working with us means implementation of a plan is not the end. To continue moving you toward your financial goals, we monitor your accounts, make necessary changes to your plan, expand policies, and more, to ensure you are constantly adapting to changing circumstances and optimizing your financial standing.

The first step in our client-advisor relationship involves getting to know you and your goals. Before moving forward, our team will address your concerns, answer questions, and identify your future financial objectives.

Here at Angulo Strategies, we believe that if a plan is not properly organized, its chances of success are diminished. For this reason, the next stage of our process is to ensure all of your accounts, documents, and flows of money are coordinated through the use of our wealth management system.

In order to understand where you are going, we need to understand where you currently are. To do so, our advisors look at the material reported in monthly or quarterly statements and in semi-annual or annual reviews and also consider your investment allocations and retirement income projections. This exploration stage helps us better understand your current finances so we can create a plan that best meets your needs.

At this point in the process, we are ready to take action and get things done, whatever they may be. Whether it is meeting with an attorney, talking to accountants, discussing life insurance, or anything else, our team works with you to take the next steps.

Working with us means implementation of a plan is not the end. To continue moving you toward your financial goals, we monitor your accounts, make necessary changes to your plan, expand policies, and more, to ensure you are constantly adapting to changing circumstances and optimizing your financial standing.

RICP® Designation

The RICP® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP® designees must meet experience, continuing education and ethics requirements. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest form of academic accreditation.

What is a Retirement Income Certified Professional?

A RICP® certified individual is someone who has completed further training and education in the field of retirement planning. These individuals possess the knowledge required to effectively oversee the transition of asset accumulation to asset decumulation.

How can a Retirement Income Certified Professional help me?

The RCIP® training and education provides your advisor the advanced knowledge necessary to deliver tailored strategies that create sustainable, secure income for your retirement.

Can’t any advisor help me plan for my retirement?

Yes, financial advisors are going to possess the skill necessary to help you plan for retirement. But let’s compare the difference to health care. Any doctor can treat your symptoms, and you will most likely feel better, but specialists are going to be able to pinpoint exactly what you need to feel better. A RICP® certified advisor has taken time to obtain extra specialization in retirement planning. Planning your retirement with their expertise can help ensure you and your financial future are in the best hands possible.

  • Story & Expertise
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I launched Angulo Strategies in 2001, just four years after entering the financial industry and uncovering my passion for helping people optimize their financial futures. Since then, I have won numerous industry awards, which I attribute to one thing: the investment I place in building trusted and transparent relationships with my clients.

In my experience, the best outcomes stem from getting to know my clients’ values, as well as their personal, professional, and family-related goals. These discussions provide me with greater insight to my clients, allowing me to help build a financial strategy that supports their financial objectives. In fact, I like to think of myself as their “personal chief financial officer.”

Whether I’m helping individuals, families, or business owners, I strive to simplify my clients’ lives by bringing them the resources, information and advice they need to accomplish their financial objectives. Doing so often includes collaborating with their other advisors, such as attorneys and CPAs. By engaging all parties, I build a holistic picture of my client’s specific financial situation and can offer tailored solutions to help reach their goals. To me, there’s nothing more satisfying.

With a bachelor’s in finance and business from Pace University and advanced certifications and licensure in retirement planning, life insurance, and investments, I have a strong foundation from which to advise and counsel my clients. Additionally, I enjoy sharing my experience and expertise as a speaker at key industry events and as a presenter on various pre-retirement finance topics as part of community workshops.

When I’m not helping clients reach their financial goals, you can find me continually advancing my industry knowledge, studying Brazilian jiu-jitsu, and spending time at my home in Inwood, NY, as a devoted husband to my wife, Katherine, and proud father to my three children.

  • Story & Expertise
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As the Director of Client Experience, I regularly assist my husband Barjes in interacting with our clients, anticipating and responding to their needs while bringing them the resources and information required to accomplish their financial objectives. Fluent in Spanish, I find great satisfaction in building trusted relationships with those we serve, including those within the Hispanic community.

I hold an associate degree from the Wood Tobé-Coburn School and prior to joining Angulo Strategies, I was an agent at New York Life where I supported clients with insurance and long-term care needs.

My passion for helping people extends beyond my professional career. I have donated my hair multiple times to Locks of Love and I actively support women’s career success through the Red Shoe Movement. Outside of work, I’m passionate about traveling to new places, training in mixed martial arts, and spending time with my family and our dog, Wrinkles.

  • Story & Expertise
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As the Associate Financial Advisor at Angulo Strategies LLC, I perform a variety of tasks to help Barjes and Katherine increase efficiencies while ensuring our clients are protected, their needs are met, and their expectations are exceeded. I take such great pride in my job that in 2018, I received New York Life's Service Superstar Award.

I earned my bachelor’s in financial services from Berkeley College, hold active licenses in securities and investments, as well as health and life insurance, and am currently working toward my Certified Financial Planner designation. With a background in non-profit organizations, I was always determined to make a positive impact on the lives of others; now, my goal is to advance my professional development to better serve the needs of the company and our clients.

Outside of work, I enjoy spending time with my son, Ezio, reading, experiencing nature, and writing uplifting music.

Headshot of Wrinkles
  • Story & Expertise
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I am the Chief Happiness Officer and Director of Security at Angulo Strategies. While I don’t have any “official” duties when I’m at the home office, I strive each day to make sure that my parents, Barjes and Katherine, are staying stress-free and safe. My skills include walking my humans on beautiful days, swimming, and napping when I’m not being adored.