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Angel Sotomayor CPA®

Licenses

Life insurance
Health insurance
Series 6
Series 63
Series 65
Series 7

Contact details

Phone: 610.737.3575
Email: angel@parsonex.com
Directions

Dual Registered Financial Professional

Having worked in tax and accounting for more than a decade, I decided to take a Dave Ramsey Financial Peace University course to learn more about making personal money decisions. The course was eye opening and life changing. The information about how mundane life decisions could change one’s future inspired me to learn about investing and growing wealth.

A Certified Public Accountant, I decided to partner with seasoned experts at Parsonex and I have been working with clients to build financial plans that provide a roadmap to future goals. My goal is to help with your entire financial picture – investing, taxes, estate planning, insurance and more.

I commit to my clients to:

  • Build a custom Financial Roadmap based on their specific current situation and future goals
  • Call on a quarterly basis to update information, discuss accounts and build relationships
  • Provide tax-friendly advice that looks at all aspects of your financial situation
  • Provide solutions through goal investing

Ways I help my clients succeed:

  • Agree on a goal for a use of funds, a dollar amount and a goal date
  • Track progress towards the goal
  • Determine realistic goals

I was born in Secaucus, New Jersey and currently live in Douglassville, Pennsylvania with my wife and five wonderful children. Outside of
work, my hobbies include playing golf, construction, and having fun with my family.


FINRA Broker Check

Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

Legal Disclosures