When you work with Tejeda Financial, you’ll feel empowered to take charge of your financial future. Our difference is in our approach: we’re consultants, not dictators.
Holistic Wealth Management & Financial Planning
We take a holistic approach to wealth management and financial planning. Owner Angie Tejeda, MBA MRFC, will get to know your entire financial picture before helping you develop a plan to help you get where you want to go.
Consultative Approach
Angie sees herself as a consultant, not a dictator. When you work with Angie, it’s a partnership. She equips you with the information you need to make educated decisions about your financial future.
Here When You Need Us
Wealth management is a process, not a product, so we provide ongoing money mentoring and coaching. When you have questions or your situation changes, we’re here for you.
Education
Tejeda Financial is committed to educating both its staff and its clients. Angie often draws concepts on the board to help clients better understand their financial situation. As a company, we also complete a minimum of 30 hours of continuing education each year. This is more than twice the industry average, but it allows us to serve you with the latest financial products, services and tax strategies.
Efficient and Productive
We’ve refined our systems, procedures and techniques through years of experience, making us an efficient and productive wealth management company.
Independent
As an independent financial advisor, we do not offer proprietary products. We’re able to work with you in the way that best meets your needs. That means we can offer you competitive wealth management and financial planning products and services.
Client Connections
Every financial advisor says they’re focused on client relationships, but few truly form bonds with their clients. Angie likes building personal connections with her clients because it helps her to better understand their needs.
Experienced Advisor
Tejeda Financial has been in business for more than 20 years and has the honor of working with multiple generations and family referrals.