Meet Joseangel Carrillo-Contreras
Licensed Insurance Professional and Financial Strategist based in Santa Rosa, California.
Joseangel Carrillo-Contreras is a financial services professional and accomplished collegiate athlete whose career is built on discipline, leadership, and long-term strategic thinking.
With over 17 years of competitive soccer experience, he developed a mindset centered on preparation, consistency, and execution. During his collegiate career at Santa Rosa Junior College, he earned honors including First Team All-American, Athlete of the Year, Defensive MVP, and multiple All-Conference and All-Region selections.
Today, he applies that same competitive discipline to helping individuals, families, and business owners design customized financial strategies focused on tax-efficient wealth accumulation, asset protection, retirement planning, and legacy creation.
His work centers on educating clients and building long-term financial strategies using tools such as Indexed Universal Life strategies, annuities, retirement rollovers, executive bonus structures, and wealth transfer planning.
