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Angella W
CFP®, Series 66
Albuquerque, NM
Pioneer Wealth Management Group
Angella Welcome is a CFP® with eight years of industry experience, currently serving at Pioneer Wealth Management Group. Her prior experience includes roles at Kestra Investment Services, Dimensional Fund Advisors, and Thornburg Investment Management. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm emphasizes long-term, globally diversified portfolios primarily composed of ETFs and mutual funds, with options for factor-based or ESG-focused allocations.
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