Overview: Personal Finance for Future Angel Investors – A practical financial literacy webinar for professionals preparing to enter private-market investing.
Before becoming an angel investor, it’s important to understand how private-market investing fits into your larger financial life.
Join Angeles Foundation for Personal Finance for Future Angel Investors, a practical conversation designed for professionals who want to better prepare for angel investing by understanding liquidity, risk tolerance, savings discipline, and long-term financial planning.
This session will help attendees think through what it takes to invest responsibly, build financial confidence, and approach private-market opportunities with greater clarity.
What You’ll Learn:
• How to evaluate personal readiness for angel investing
• Why liquidity and risk tolerance matter
• How angel investing fits into a broader financial plan
• The importance of savings discipline before investing
• How to think long term when evaluating private-market opportunities
Featured Speakers:
Adela Cepeda
Board Chair & Co-Founder, Angeles Investors
Carlos Méndez, CPA
Founding Director & COO, Visions Bridge
Jeshua Cardenas
Director of Growth, Angeles Investors
Event Details:
July 21, 2026
5:00 PM CT
Live on YouTube and LinkedIn
Register today and start building the financial foundation for future angel investing.

