Angel Melgoza, MS, CFP®, CSLP®
Financial Planning for Pharmacists.
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Serving Clients Nationwide
Financial Planning for Pharmacists.
Areas of Focus
- Cash Flow
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Smart Accumulation Planning
- Taxes
About Angel Melgoza, MS, CFP®, CSLP®
Hi, I'm Angel Melgoza. I serve as the Director of Financial Planning and Lead Planner at YFP Wealth.In my role, I streamline the firm’s financial planning process, create internal efficiencies, and continuously improve the client experience. As Lead Planner, I lead client relationships with the YFP Wealth Planning Team, taking the complexities of financial planning and converting them into simple, intentional solutions. I also mentor financial planners on the team through collaboration and ongoing support.
I earned my BBA in Finance from the University of Texas Pan-American (now UTRGV) and my MS in Personal Financial Planning from Texas Tech University, where I also completed a Graduate Certificate in Charitable Financial Planning.
I’ve taken a traditional career path from Paraplanner to Owner, with stops in insurance, banking, and tax preparation along the way. Joining YFP in December 2022 allowed me to focus on what I love: financial planning, spending time with family, and training the next generation of advisors.
Outside of the office, I love spending time with my wife, Valerie, daughter, Lilly, and our two cocker spaniels, Charlie and Sammy. I enjoy staying active through exercise, catching a good movie, and learning something new.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Student Loan Professional (CSLP)
- Master of Science in Personal Financial Planning (MSPFP)
Primary Location
118 E Main St, New Albany, OH 43054
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We’ll learn your goals, explain our planning model and outline our fees so you clearly see how YFP Wealth supports you. I look forward to speaking with you.Offers Investment Management
Yes
About YFP Wealth
For over 10 years, Your Financial Pharmacist (now YFP Wealth) has helped pharmacists and their families nationwide. We understand what makes your financial situation different.You’ve checked all the boxes, but is your money optimized? It’s tough balancing multiple priorities and questioning if you’re truly on track for retirement.
You shouldn’t have to explain your world to your financial planner. We already get it.
(Not a pharmacist? Not a problem! You’ll get the same individualized service. Learn more)
The YFP Roadmap
Financial planning means different things to different advisors. Here’s what it means to us:
✔️ Retirement Planning
✔️ Investment Management
✔️ Insurance Review
✔️ Estate Planning
✔️ Tax Planning
✔️ Life Planning
✔️ Debt Optimization
✔️ Cash Flow Strategy
Every plan is built around you and your loved ones so that you can live your rich life. Whether you’re wondering if you’re on track for retirement, trying to optimize your tax situation, or figuring out if you can afford that next chapter in life (or all of it), we’re here to help it all make sense.
Trusted by the American Pharmacists Association (APhA)
We’ve been the go-to financial planning resource of APhA members for 8 years, providing member benefits to pharmacists nationwide. Through our partnership, we deliver regular webinar series and educational content on the topics that matter most to your financial life. We also offer exclusive financial planning discounts for APhA members.
It’s a relationship built on trust, expertise, and a shared mission to help pharmacists achieve financial freedom.
Education
Texas Tech University, Masters of Science, Personal Financial Planning | The University of Texas-Pan American, Bachelors of Business Administration, Finance
Hobbies and Interests
- Exercising
- Family
- Movies
- Music
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Pharmacists
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