Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Angela M. Caballero, MS CFP® AFC®
College Access Professional
Angela is invested in providing unmatched service to her community. She is passionate about ensuring her clients’ experience is unsurpassed and accomplishes this by actively engaging with them throughout the planning process. Angela’s goal is to understand why education is important to those she works with and ultimately discuss how she can help their family pursue their goals.
Angela brings 20 years of experience in the financial industry to the work she provides. She has licenses in Series 7, 63 and 66, and as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified College Funding Consultant (CCFC), she shares her seasoned knowledge with her clients and peers. As a College Access Professional (CAP), Angela is passionate about her role in developing a college-going mission for all students, particularly those facing barriers to post-secondary planning.
A graduate of the University of Arizona and the College for Financial Planning, Angela has spent most of her life in the Tucson area. An advocate for continued education, Angela serves on the Board of Directors of the Southern AZ Estate Planning Council, Mentor for the CFP Board of Standards, and Adjunct Professor with the Personal and Family Financial Planning program at the University of Arizona. Angela is also a former Board Member and Trainer at Handi-Dogs, Inc.
As an Indian® Motorcycle enthusiast, Angela enjoys spending her free time riding with her fianceé to bike events near and far. She loves training her father’s service dog, Chico and attending local dog-friendly events.
Angela’s altruistic nature has been passed on from her late grandmother, whom Madres Y Esposas: Tucson’s Spanish-American Mothers and Wives Association is dedicated to. She encourages you to read more about these women and their profound impact on those around them.
WHAT DO YOU WANT CLIENTS TO KNOW ABOUT YOU AND YOUR STRENGTHS?
I believe we all have specific talents we are meant to share with the world. I am a bit more on the altruistic side, so putting my clients first and doing what is in their best interest comes naturally.
WHAT MOTIVATES YOU TO WORK HARD?
I am passionate about education and am happy to do my part in advancing post-secondary education in my community.
HOW HAS YOUR BACKGROUND AND CHILDHOOD INFLUENCED YOUR CAREER?
I am a third-generation native Tucsonan and a graduate of the University of Arizona. I graduated with student loan debt and did not feel I had the proper guidance regarding funding my college education.
WHAT WOULD YOU LIKE ASCENSION PLANNING TO BE KNOWN FOR?
I come from a humble background and was the first in my family to graduate from college. I am committed to helping underserved members of my community do the same.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.