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Angela B

Series 66

Northridge, CA

Fidelity

Angela Bagwell is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as the primary point of contact for Private Wealth Management investors and their families. In this role, she focuses on forming strong relationships and providing personalized service to build and maintain client trust. She has been with Fidelity Investments since 2006, holding various positions including Wealth Management Planning Consultant, Branch Service Manager, and Relationship Manager. Prior to Fidelity, Angela worked as an Associate at Ameriprise Financial Services, Inc. in 2006. She holds a California Insurance License. Outside of her professional work, Angela's interests include family activities, parenthood, pets, and traveling.

Wealth management Parents
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Gabriel G

CFP®, Series 63, Series 65

Northridge, CA

Fidelity

Gabriel Garcia is currently the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop and implement personalized financial strategies aimed at achieving their goals for financial independence and fulfillment. He prioritizes understanding clients' unique needs and concerns to guide them through financial planning complexities. Before joining Fidelity Investments in 2025, Gabriel held a variety of roles in the financial services industry. His previous positions include Senior Financial Advisor at Wells Fargo Advisors from 2023 to 2025, Private Client Advisor at J.P. Morgan Securities from 2019 to 2023, Financial Solutions Advisor at Merrill Lynch from 2016 to 2019, and Relationship Banker Small Business Specialist at J.P. Morgan Chase from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Gabriel has interests in baseball, bowling, family activities, food, football, and music.

Wealth management
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