With over 20 years of experience in the financial services industry, Angel Dalla Ragione brings clarity, structure, and thoughtful guidance to the individuals and families he works with. Before joining the team, Angel worked at Morgan Stanley and MetLife, where he developed a strong foundation in client relationship management, investment strategy, and holistic financial planning.

Angel plays a key role in the practice. He is involved in every stage of the client process — from fact finding and portfolio design to plan implementation and ongoing strategy reviews. His deep knowledge of accumulation planning, education funding, life insurance, and cash flow analysis makes him a trusted resource for both clients and colleagues. 

Angel takes pride in delivering clarity, structure, and personalized recommendations to every client he serves. He is licensed in New York, New Jersey, Florida, Arkansas, Connecticut, Delaware, Michigan, Pennsylvania, and South Carolina, and is fluent in Spanish, allowing him to work with a diverse client base. Outside the office, Angel enjoys spending quality time with his wife, Marina and two sons, Atlas and Ocean.