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Welcome to Strategic Asset Preservation, Inc.
Angelica Roxas is a Certified Tax Advisor, Fiduciary Financial Advisor, and the Founder of Strategic Asset Preservation, Inc., doing business as South Bay Tax Solutions. With more than twenty years of experience, she is the advisor individuals and families turn to for advanced tax planning, sustainable retirement income strategies, and clear, well-structured estate plans designed to protect what they have worked a lifetime to build. Her clients value her direct approach, strong technical command, and the calm confidence she brings to complex financial decisions.
Angelica’s work has been featured on Forbes.com, and she has authored several respected guides on tax strategy, retirement planning, and wealth protection. Her professional background includes advanced financial planning studies through UCLA Extension, extensive securities and insurance licensing, and experience participating in policy discussions with members of Congress on matters involving taxation, healthcare, Social Security, and Medicare. The Wall Street Journal has recognized her leadership and impact within the financial services profession.
Angelica leads a high-performance, team-based practice that delivers integrated solutions in strategic tax planning, wealth management, estate planning support, and business advisory services. She is known for helping clients cut through complexity, uncover blind spots, and move forward with clarity and confidence in their financial future.
Outside of her professional work, Angelica enjoys volunteering and philanthropic involvement and is thoughtfully considering the possibility of reviving her former cancer foundation, Halo of Hope, in the future. She is the mother of one son and maintains an active lifestyle, enjoying pickleball, swimming, fitness training, and spending time outdoors.
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Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
CRT
Wealth Management
Video Library
Mission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity are expected and implemented.
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