Speakers

Angelica Roxas is a Certified Tax Advisor and your proactive partner in securing and enhancing your financial legacy. With over 22 years of experience, she is also a trusted Fiduciary Financial Advisor and the Founder and President of Strategic Asset Preservation, Inc., dba South Bay Tax Solutions.  Her forward-thinking approach ensures that her clients make smarter decisions and grow their wealth. 

Angelica is a published author, with notable works including articles on Forbes.com and e-books on tax strategies and retirement planning. 

Our team-based model, led by Angelica, specializes in proactive planning with a range of services, including Tax Planning, Risk Mitigation, Wealth Management, Legal Services, and Business Advisory. Whether you prefer face-to-face meetings at our office or a virtual family office experience, we adapt to your needs. We operate under the banner of "WE BELIEVE IN PROACTIVE PLANNING."