Angelika works closely with families to establish plans that can be started today to meet future goals. She helps identify areas in planning that may require further attention, such as: risk management, insurance needs, setting up a wealth plan, college planning, estate and trust services and converting wealth to income for retirement. She has been recognized as a leader in generating tax-free income for her clients with the use of municipal bonds. Angelika helps assess where clients should be tomorrow, based on where they are today.
Angelika joined RBC Wealth Management in June 2008. Prior to that, she studied economics in Europe, before moving to the United States. In 2010 and 2017 she was recognized with the RBC Award of Excellence and the RBC National Award of Excellence. She passed the Series 7, 9, 10 and 66 exams and holds the CPFA™ designation, as well as life, accident and health insurance licenses. In 2017 she was appointed to the RBC Foundation Board.
In 2022 Angelika was promoted to branch director of the Stamford office. Also, in 2022 Angelika was invited to join RBC Wealth Management’s Consulting Group, a company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses.
Her interests outside of work include traveling with her husband, two daughters and son, hiking and water sports. She also coordinates the Stamford, Connecticut, branch office’s involvement in community charitable events and functions.
Angelika has been awarded the RBC Client Protection Champion Certificate for her dedication and efforts to protect senior and vulnerable clients.
