DFP Partners
Tiffani DAngelico is a seasoned compliance associate with extensive experience in the financial sector, currently working at DFP Partners since April 2022 and previously at Legato Capital Management from August 2015 to January 2022. Tiffani's early career included roles in journalism, such as freelance writer and editorial intern at Sacramento News & Review, where responsibilities encompassed pitching stories, conducting interviews, and writing articles. Tiffani also gained experience as a political research assistant at KPA Strategies, Inc., a social media intern at KOLAB, and an editorial intern at Sacramento365.com. Tiffani holds a Bachelor's degree in Journalism from California State University-Sacramento, with prior education at MiraCosta College.
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DFP Partners
For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and compliance services. During that time, we’ve built a team of dynamic accountants and consultants who bring their exceptional energy and imagination to each of our client’s challenges. We a pledge to always serve the best interests of our clients above anything else. At DFP Partners, we know our clients are entrepreneurs with little time to wrestle with the intricacies of securities regulation. That’s why we’ve built our business around managing your regulatory burdens as if they are our own — freeing you to focus on what you do best. Our offerings include, compliance consulting, registration services, accounting and tax support, and outsourced principal roles such as, Financial and Operations Principal (FinOp), Chief Compliance Officer (CCO), Chief Financial Officer (CFO) and Principal Operations Officer (POO). Additionally, we provide independent anti-money laundering testing, cybersecurity procedures and training, and branch inspection programs. We can also manage your new or continuing membership applications.