Season 5, Episode 238

What to Do if You Get an Inheritance

Guest Expert Angela Dorsey

Me Time Midlife Podcast

Angela Dorsey, Founder of Dorsey Wealth Management, is a fee only financial planner in Torrance, California providing Wealth Management and Retirement Planning for Women and Couples.

Angela has a certificate in Financial Planning from the College for Financial Planning, an MBA from the Anderson School of Management at UCLA and a B.S. in Computer Science from Loyola Marymount University.

Angela is a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor. She is a member of NAPFA (National Association of Personal Financial Advisors).

Angela created Dorsey Wealth Management because she had a lifelong passion for financial planning. She enjoyed helping others better understand and organize their finances, then put a plan in place to achieve financial goals.

While helping her friends, who were smart and successful women, she noticed many didn’t have the knowledge and confidence to manage their personal finances well. As a result she found that many of them felt embarrassed and ashamed about their finances, while promising themselves to get their finances in order “someday.” From this experience, she saw the need for financial planning for women.

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