About South County Financial Planning
Angela Grillo is the founder and principal of South County Financial Planning, a Fee-Only financial planning firm in Laguna Niguel, California.
Having been in the financial services industry for over 9 years, Angela has heard over and over firms and representatives promote that they have their client’s best interest at heart only to watch how they truly treat their client’s interests behind closed doors. Angela created South County Financial Planning to raise the ethical bar and ensure her clients are being treated as she would like to be treated.
Raising a son with Autism, has equipped Angie to better assist families with special needs. It takes someone with personal experience to understand what the family of a disabled child is going through. Frequently, special needs families have greater living expenses than a typical family and are even more concerned with having enough saved for retirement. Angie can help you sort through and address your issues.
Education
Angie has a Bachelors of Science in Business Administration and Computer Information Systems from California State University Dominguez Hills. She began her career as a Computer Programmer.
Like most people, a life altering event - the death of her father-in-law and the settling of his estate - sparked her interest in financial planning. She completed the financial planning certificate program at the University of California Irvine.
Angie is a CERTIFIED FINANCIAL PLANNER™ professional and has been awarded the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies.
Boards, Volunteer Work & Professional Affiliations
Angie has served on the Board of Directors for the following non-profit organizations:
- Orange County chapter of the Financial Planning Association (FPA) as the Chair of the Community Relations and Pro-Bono Committee. Through this position, she and her team of dedicated FPA volunteers coordinated financial awareness programs throughout Orange County. Twice a year, volunteers answer phone calls to the Orange County Register Hotline and provide one-on-one advice to the general public. Volunteers also assist Junior Achievement by teaching financial literacy to elementary school children in their classrooms.
- Women Investing in Security & Education (WISE) as the Vice President of Fund Development and Chair of the Exhibitor Committee. Every September, WISE hosts an annual conference dedicated to providing financial education to women. Angie has spoken at the conference on “How to Choose a Financial Planner.”
- Team of Advocates for Special Kids (TASK) as Treasurer. TASK is dedicated to educating families of special needs children about their rights in the public school Individualized Education Plan (IEP) process as well as connecting them with additional resources.
In addition to serving on the above Boards, Angie is also a member of:
- The Garrett Planning Network, an international network of financial advisors who are dedicated to providing quality, objective financial planning and advice to people from all walks of life on an hourly, as-needed basis.
- National Association of Personal Financial Advisors (NAPFA), whose members are committed to maintaining the highest levels of competency and acting in the fiduciary interests of their clients.
To schedule a Get-Acquainted Meeting, contact Angie now at (949) 240-6125.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.