Angela Wright, CFP®
Angela has been advising families and family enterprises since 2003. As president, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio.
In addition to financial strategies, Angela is also a third-generation family business owner, supporting her passion for family business consulting and succession. She has a knack for helping people discover their strengths and then applying those strengths to achieve success. Angela also introduced a Results Only Work Environment (ROWE) to Del Monte Group, which holds each employee accountable for specific results (excellent service to our clients) while ultimately liberating them from fixed work schedules and locations. She is a big believer in innovative management techniques and client service methodologies that create sensational outcomes for everyone who steps through the door.
Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and a MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela lives in the East Bay with her two young children.
If you need a partner to help you navigate a challenging life transition, help building a retirement income plan for the next chapter of your life, or just to live more of the life you want, please get in touch.
Her Colleagues Say…
“Angela is the straw that stirs the drink at DMG.”
- Why Work Sucks & How to Fix It, Cali Ressler and Jody Thompson
- Endurance: Shackleton’s Incredible Voyage, Alfred Lansing
“Opportunity is missed by most people because it is dressed in overalls and looks like work.”
Angela's Latest Appearances:
In the News:
Nearly 100 members of the Rossmoor community recently attended a Financial Forum touching on the hot topics and turbulent markets that have taken us on a financial roller coaster as of late. DMG President, Angela Wright, was among the presenters who worked to reinforce that a well-diversified portfolio and staying invested – not trying to time the market by jumping in and out is vital to success. Thank you, to Rossmoor, for including Angela and DMG in your event! To hear more top takeaways from the presentation, follow the link via the button below.