We are committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advisor.

Angel D. Cruz, CFP®

President

As the founder of Cruz Wealth Management, Angel has served families and businesses for over 30 years.

Angel's clients represent a diverse group of successful families, individuals and businesses. He specializes in helping investors who wish to exercise socially responsible impact investing and/or clients who wish to access a truly global investing platform. Whatever your needs, Angel has the tools and skills to assist you.

"Increasing wealth is not a goal but a process," Angel says. "For example, if one of your goals is to send your child to college, what you are really saying is that you want to raise an intelligent and successful child into adulthood. The money aspect is a part of that process, as is instilling a love of books and a sense of purpose in life."

"The same idea of establishing a process that not only creates wealth but allows you to be secure in that wealth is the investing process that will lead to achieving your goals — even goals that have yet to cross your mind."

Angel has been a resident of Olympia for over 30 years and is very committed to serving the community he loves. Angel currently sits on the board of the Olympia Film Society, and has served on the board of the Evergreen State College Alumni Association.

In his free time Angel enjoys backpacking, hiking, reading, cooking and crunching numbers.

Education and Professional Certifications

  • Certified Financial Planner® (CFP®)
  • Securities licenses — Series 63 & 65
  • Graduate — The Evergreen State College

Areas of Practice

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Employee Benefits
  • Managing Financial Risks
  • International Investing
  • Comprehensive Financial Planning

Professional and Civic Affiliations

  • Financial Planning Association® (FPA®)
  • Board of Directors, Evergreen State College Alumni Association, 2006 - 2009
  • President of Alumni Association, Evergreen State College, 2008 - 2009
  • Evergreen State College Foundation Board, 2007 - 2009
  • Board of Directors, Olympia Film Society, 2014 - present