Angelica San Felipe, CFP®

Senior Financial Planner

San Francisco, California

Angelica San Felipe is dedicated to collaborating with clients and advisors to construct financial plans that align with the client's life goals. She thrives on the continuous learning the financial services industry requires, keeping pace with changing regulations, taxes and client needs.
Angelica's journey in financial services includes roles as a client relationship manager at EH Shum Financial Services, a planning associate at Peninsula Wealth, and currently, a Senior Financial Planner at EP Wealth.
She obtained a Certificate in Financial Planning from the College of Financial Planning in 2022 and holds a Bachelor’s Degree in Legal Management from Ateneo de Manila University, obtained in 2012.
Outside of work, Angelica loves to explore new hiking trails and restaurants. Together with her husband, she enjoys traveling, discovering new cities and cultures, and sampling diverse cuisines.

Financial Tip

Give yourself grace with wherever you are right now. Listen, and when you hear yourself say, “I should...,” stop, recognize it without judgment, and say instead, “I will...,” and tell yourself when and where you are going to do it.