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Fiduciary Financial Advisors
Su socio de confianza para la planificación financiera imparcial y la gestión de patrimonio en Austin.
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Business
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Su socio de confianza para la planificación financiera imparcial y la gestión de patrimonio en Austin.
Fiduciary Financial Advisors es una firma de planificación financiera de primer nivel en Austin, Texas, dedicada a proporcionar asesoría personalizada e imparcial para ayudar a los clientes a lograr sus objetivos financieros a largo plazo. Con un enfoque en la responsabilidad fiduciaria, el equipo, dirigido por el Planificador Financiero Certificado Angel Escobedo, ofrece servicios integrales que incluyen la planificación de la jubilación, la gestión de inversiones y la estrategia fiscal. Los clientes elogian a la firma por su enfoque proactivo y práctico, su apoyo educativo y su compromiso con construir relaciones sólidas y colaborativas. Ya sea que esté planificando para la jubilación, gestionando activos o abordando las necesidades de seguros, Fiduciary Financial Advisors garantiza confianza y claridad en cada decisión financiera.
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Shannon W
I moved my account management to FFA due to my advisor, Angel, joining. I appreciate that FFA works independently with unbiased advice, and Angel is the best when it comes to proactive, hands on management (and growth!) of my personal finances. I can’t say enough good things about his work, whether it’s connecting me to tax professionals, ensuring my money is properly managed to grow for my eventual retirement, or ensuring I have extra liquidity in a pinch, he’s always steered me right and I feel comfortable and confident with him at the helm.
John Baxmeyer
Angel has been a great partner in planning our financial future. I say partner because that is what it feels like talking with him. He has really taken the time to get to know my wife and I and make us feel like a team that is working to provide a solid financial future for our family. He is very fun to talk with, quick with a joke, and available whenever you need him. I can’t recommend him more if you are looking to plan out your financial future.
Kali McCullough
I've been working with Angel Escobedo for the last 9 months or so, and in that time he has completely transformed the way I view, think about, and interact with my assets. Our regular touch-bases are highlights in my month: he's so friendly, personable, knowledgeable, and thorough, and we accomplish so much in such a short time. I come to him with questions and he always has timely, well-researched answers that I trust. I know my finances are in good hands with him and I recommend him to everyone I know who's looking for a CFP who goes above and beyond.
Armand Hernandez
When it comes to understanding and managing finances I’ve never been too good with it. But for Angel Escobedo it’s his first language. I’m very impressed and grateful for the amount of help he single handedly gave me. Angel broke down every term into its basic elements and made someone who’s never been great with money understand it better than I ever have in my life. I definitely recommend setting up a meeting with him to get further insight or just learn something that will help you. With Mr Escobedo on my team, I have all the confidence I need moving forward and planning for my future with my investments and planning for retirement.
Kristin Uuk
Very grateful I found this incredible company and the perfect advisor that fits my needs and goals. I grew up with little to no education in finance or in investment planning. Searching for an advisor was almost like online dating… How do I find someone that I can trust my life’s work and be assured they make the moves right for me. First conversation with Angel Escobedo was effortless. He truly listened to my concerns and life goals. Yet that phone call was just the beginning. I’m all for structure and planning and the Capasso team has it down pat. Initiation is multiple meetings with impressive software planning demonstrations, thorough educational sessions (for those of us with less experience can better understand terminology yet those familiar probably get a lot from it as well), and some actual testing to understand where you stand with risk. By the end I knew more about my own take on finance than I ever have. And I’ve sat through plenty of fidelity planning sessions. As you work through their steps there is a very secure and easy way to upload needed information to their system. Pretty happy with the low maintenance yet versatile way to get them documents when I live cities away. All the while, Angel is communicating the process. I never once felt lost or confused or unsupported. Now. Looking at the portfolio. Holy cow I’m going to be rich. But seriously. I’m very excited to have Angel taking care of my retirement planning. My confidence in his skills alone is beyond my previous expectations. Let alone having his entire team at Capasso. They all support and assist in more ways than I know, like Kelly getting my accounts swapped over so all I had to do was spend two minutes on a phone call with Fidelity and her. It has been a major weight lifted off my mind having them to back me. Lastly, things I didn’t know I would get from this. Long term disability insurance. Angel sifted through my work benefits and got me to the right people for insurance that will make up what I need just in case. As I work in one of the deadliest industries I think he knew what was best for me more than me. And with that he actually got me to create and sign a Will. He has helped me figure out a 529 for my sister’s kids. Even keeping on top of my schedule for me so I could get it finalized in time. He even checked on me multiple times during tax season. The idea that financial planners aren’t interested in your well-being, and just leach money from you is complete garbage. Had I kept my contributions like Fidelity has I’d probably have an ok 401k when I retire. Having Angel and Capasso I know that I am getting the best performance from my investments and that their immense research and work is going to make me a happy retiree one day.
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Estrategias personalizadas para hacer crecer y gestionar los activos para una jubilación segura, incluyendo 401k y la optimización de inversiones.
Gestión de carteras proactiva y práctica con asesoramiento imparcial para maximizar el crecimiento y alinearse con su tolerancia al riesgo.
Conexiones con profesionales fiscales y planificación para garantizar estrategias fiscales eficientes y el cumplimiento.
Asistencia con testamentos, fideicomisos y planificación patrimonial para proteger sus activos y el futuro de su familia.
Revisión de beneficios laborales y configuración de discapacidad a largo plazo u otros seguros para cubrir las brechas de cobertura.
Sesiones personalizadas para explicar terminología y conceptos, empoderando a los clientes para tomar decisiones informadas.
