Broker Check

Donald Angel

    Donald Angel

    Mr. Angel concentrates in all aspects of financial planning encompassing; retirement planning, including 401(k) rollovers, IRA/Roth IRA, and SIMPLE/SEP/401(k) retirement plans; education planning including 529 plans and Coverdell Education accounts; and estate planning covering life/long term care/health insurance. He works closely with several local attorneys to coordinate wills and trusts into a financial plan, as well as several local accountants to help clients with their tax returns.

    Mr. Angel is a 1991 graduate of The Pennsylvania State University, with a Bachelor of Science degree in Business Administration with a major in insurance. Upon graduation, Mr. Angel began his career working for a Fortune 500 insurance company.

    After over 10 years of service with CIGNA, Mr. Angel pursued his Series 7 and Series 66 securities licenses along with his Life/Accident/Health insurance license. He later added a Property & Casualty insurance license to his practice in 2006.

    Mr. Angel joined AXA Advisors, LLC in downtown Pittsburgh in 2002 before joining the independent firm of The Equity Advisor Group, Inc. in 2004. Mr. Angel remains committed to the independent ideals that have served clients of The Equity Advisor Group, Inc. since it’s founding in 1997.

    Don is registered in the states of CA, FL, LA, MA, MD, NC, NY, OH, PA, RI, VA