Stefan D’Angelo

Stefan D’Angelo is a dedicated LPL Financial Planner who brings a comprehensive approach to helping clients pursue their financial goals. With expertise in financial planning, strategy development, and investment management, he delivers tailored guidance to clients, focusing on tax-efficient income planning, retirement strategies, and risk management. Stefan provides clear and accessible education and communication, empowering clients to make informed decisions about their financial futures.

Before joining his current firm, Stefan spent nearly a decade as a Financial Advisor with AIG Retirement Services, where he served thousands of clients by managing both Employer-Sponsored and Personal Retirement accounts. His career began at Morgan Stanley Smith Barney, where he worked closely with high-net-worth individuals, deepening his expertise in investment and estate planning strategies.

Stefan holds a Bachelor of Science in Finance from California State University, Chico, and is a Certified Financial Planner™ (CFP®), demonstrating his commitment to maintaining the highest standards in financial planning.

Outside of his professional life, Stefan is a dedicated father of three who shares his passion for the outdoors with his family. An accomplished triathlete and Ironman finisher, he has competed in events across Europe and California. He is also an active member of the Anchorage community as a Nordic Ski Patroller, and in his free time, he enjoys camping, hunting, fishing, hiking, and biking.