Angie Concepcion
Client Associate
After completing her education at the University of California of Santa Barbara, Angie Concepcion worked in the fashion industry for over 15 years and grew to love customer service. She has greatly enjoyed working as a team to help clients fulfill their financial goals.
Being a customer service driven person, she enjoys getting to work closely with clients and building relationships on a deeper level. She says that “being on a team with Robi and Steve has been fulfilling over these 15 years.”
Her family consists of her husband Roque and her two kids, Sam and Chris. She also loves her golden retrievers and Labrador retriever. In her free time, she enjoys visiting the beach, taking Zumba classes and red wine.