Xavier-Angel

Xavier Angel, CFP®, ChFC®, CLTC®

CERTIFIED FINANCIAL PLANNER™

After graduating from De La Salle High school in New Orleans, Xavier received a B.S. in Physics from Loyola University at Chicago. In 1999, he accepted a position as a software engineer in Amsterdam, Netherlands where he worked for two years. In September 2001, Xavier returned to New Orleans where he began his career with MassMutual Financial Group.

 

Today as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Xavier takes a holistic approach to help busy people ensure their financial security while exploring and achieving avenues for long-term wealth accumulation.

 

In 2020, Xavier became an independent Advisor partnering with New Century Financial Group, an independent Registered Investment Advisory firm, giving him access to some of the financial industry’s most innovative technologies and investment resources so that he could best serve his clients.

 

Along with his co-host, Erik Garcia, CFP®, Xavier launched the podcast Stuff About Money They Didn’t Teach You in School.  How people manage their money impacts practically every aspect of their lives and Xavier is passionate about equipping busy people with the knowledge to be better managers of their money.

 

In addition to his CFP® certification, Xavier holds the industry designations of Chartered Financial Consultant, ChFC®, and Certified Long Term Care, CLTC®, along with the series 6, 7, and 63 licenses.

 

On a personal note:

Xavier and his wife Maureen keep busy by raising three successful children; Caitlin, the oldest, is enrolled in the University of New Orleans’ graduate program, Marc is in his Junior year at the University of Notre Dame, and Grace their 10-year-old.

 

When he’s not running with the family, Xavier can be found at the stables with Grace or taking long walks with Beau, his 95lb Goldendoodle.

 

He is engaged in several community organizations and programs including the current president of his neighborhood homeowner’s association and serves on the board of the Men’s Club of his school and church parish. In addition to these community organizations, he has served as a two-term president for the Louisiana Chapter of Society of Financial Service Professionals, SFSP, and currently serves as a National Director.

Skip to content