Angel O’Neil, CPA

Angel has more than twenty years of experience in public accounting working with high net worth individuals, their businesses and their families. She has worked in "Big 4" as well as local accounting firms and has been exposed to a wide range of industries and clients. In her early career, she gained broad experience in banking, hedge fund, venture fund and real estate. Angel works with business owners, high net worth individuals, family offices, money managers, bankers, corporate attorneys, and trust and estate attorneys to assist clients with business, finance, tax, international, estate and trust issues.

"I want my clients to think of me as their trusted advisor, not just someone who can do their tax returns. Many life and business goals can be achieved by proper planning. My job is to advise clients on their financial, tax, philanthropic and wealth preservation needs. My secret to success is working with a team of experts." -Angel O’Neil