Reston, VA
Angelique Ayala
Hello 👋🏼 I’m Angelique. I help individuals and families make confident, informed financial decisions by simplifying complex topics and providing clear, actionable guidance. From retirement income and investment planning to estate, insurance, and long-term care strategies, I focus on aligning your finances with your goals and values.
I take an educational, collaborative approach, ensuring clients understand their options and can make intentional decisions about their financial future. My mission is to empower you to take ownership of your plan, whether you’re preparing for retirement, funding education, or protecting your loved ones.
Angelique
’s team
Savvy Investment Team
Miranda Petersen
I’m a Client Service Associate with three years of industry experience, focused on delivering thoughtful, detail-driven support to both clients and advisors. I’m a proud Purdue University graduate and hold my Series 7 and SIE licenses, giving me a strong foundation in both service and securities.
Originally from Atlanta, I recently traded peaches for palm trees and now call Orlando home. When I’m not supporting clients, you can usually find me spending time with my fiancé, Bailey, and our two dogs cheering on some football games!
Financial planning is more than numbers, for me it’s about empowering people to make confident decisions and feel secure about their future.
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STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Get to know
Angelique
Angelique Ayala is a comprehensive financial planner dedicated to helping individuals and families make confident, informed financial decisions. She believes that preparing for the next step in life, whether it’s retirement, college planning, or protecting loved ones, shouldn’t feel overwhelming. Through a combination of experience, professionalism, and empathy, Angelique helps her clients build strategies that align with their goals, values, and long-term vision.
Angelique works closely with clients to simplify complex financial topics, providing education and clarity every step of the way. Her planning approach covers a wide range of needs, including retirement and investment planning, estate and insurance strategies, and long-term care considerations. She takes pride in empowering clients to take ownership of their financial future and feel confident in the path ahead.
A graduate of George Mason University with a degree in Finance and a minor in Economics, Angelique entered the financial planning profession after witnessing firsthand how a lack of financial education can affect families. That experience continues to drive her mission to make financial guidance accessible, understandable, and actionable.
Originally from Northern Virginia, Angelique lives in Centreville with her dog Tigre. Outside of work, she enjoys spending time outdoors, staying active, traveling, and exploring new cultures with friends and family.
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How did you become a financial advisor?
While I was growing up, I was always helping my friends and family save for their goals and create budgets. Even in high school, when I served as treasurer for our yearbook committee, I realized how much I enjoyed organizing finances and planning ahead. That experience sparked my curiosity. I started researching careers that combined numbers with helping people and discovered financial planning. I knew that's what I had already enjoyed doing, just on a bigger level, so I decided to go to college to start my path toward being a financial planner.
What types of clients do you work with?
I work with individuals and families who want a holistic view of their financial lives—people who aren’t just looking for investment advice, but for guidance that connects every part of their financial picture. My clients often ask me questions about their goals and concerns. Whether that’s saving for retirement, managing debt, protecting their families, or planning for the next stage of life—and together, we create a clear, personalized plan to move forward confidently.
What areas of expertise do you have?
My areas of expertise include retirement income planning and divorce financial planning. I help clients approaching or in retirement design sustainable income strategies that support their goals and lifestyle. I also work closely with individuals navigating divorce to bring clarity and confidence to the financial side of the transition, helping them understand their options, make informed decisions, and plan for a secure future.
What kinds of strategies do you help clients with?
I typically help clients with strategies that create clarity and structure around their full financial picture. This includes developing retirement income strategies to support long-term goals, implementing tax-efficient planning approaches, and building personalized investment strategies aligned with their risk tolerance and time horizon. I also help clients coordinate these strategies, so every piece of their financial plan works together toward the outcomes that matter most to them.
What is your favorite part of working with clients?
My favorite part of working with clients is seeing their progress over time, watching them hit milestones, resolve concerns, and feel more confident about their financial future. It’s rewarding to know that I’ve helped them move from uncertainty to peace of mind.
What is it like partnering with Savvy?
What I enjoy most about working with Savvy is the independence it provides, along with the technology and dedicated support that help me to deliver an elevated experience for my clients. It allows me to stay focused on what matters most.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.