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Angela Huaynate

7/21/2022

 
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Angela Huaynate 
Client Service Manager
Los Angeles, CA
Email Angela
Or call ​310.789.0000
“I love connecting clients with the solutions they seek and collaborating with my colleagues to ensure requests are met efficiently and timely.”
Angela Huaynate holds the title of Client Service Manager for Carnegie Investment Counsel in the firm’s L.A. office.  Angela is available to respond to clients’ inquiries and requests related to their account(s) in her role at Carnegie.  She assists in client onboarding, account setup, and account maintenance.

Angela brings to Carnegie the experience and knowledge obtained while holding positions in the financial field.  Her past experiences include working with lead advisors and clients to develop financial plans, analyzing clients’ asset allocation, and preparing customized portfolio reporting.

Angela attended the David Nazarian College of Business and Economics at California State University, Northridge, where she received the degree of Bachelor of Science in Finance.

Angela volunteers her time with local organizations Heal the Bay and TreePeople.  She enjoys spending time with her 2 dog fur babies, a 4-year-old Australian Shepherd named Oso and a 14-year-old Chihuahua named Bella. In her free time, you can find Angela traveling, attending live concerts, visiting National Parks, camping/hiking and trying new local restaurants. 
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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Nonprofits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis