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Deana Angulo Calvelli

Wealthspire Retirement Advisory

New York, NY

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-14
PA RA APPROVED 2024-07-29
  • NY RA
    APPROVED
    Since 2025-10-14
  • PA RA
    APPROVED
    Since 2024-07-29

Branch Locations

521 5Th Avenue 15Th Floor, New York, NY 10175 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lockton Financial Advisors, Llc Blue Bell PA 07/2015 12/2021
Lockton Investment Advisors, Llc Blue Bell PA 07/2015 12/2021
Lockton Companies, Llc Blue Bell PA 07/2015 12/2021
Creative Planning, Llc Overland Park KS 12/2021 06/2023
Nfp Retirement, Inc. Aliso Viejo CA 07/2024 10/2025
Calvelli Consulting Berwyn PA 07/2023 07/2024
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 07/2015 → 12/2021
    Lockton Financial Advisors, Llc
    Blue Bell, PA
  • 07/2015 → 12/2021
    Lockton Investment Advisors, Llc
    Blue Bell, PA
  • 07/2015 → 12/2021
    Lockton Companies, Llc
    Blue Bell, PA
  • 12/2021 → 06/2023
    Creative Planning, Llc
    Overland Park, KS
  • 07/2024 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 07/2023 → 07/2024
    Calvelli Consulting
    Berwyn, PA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-18
S63 Uniform Securities Agent State Law Examination 2009-03-04
  • S65 Uniform Investment Adviser Law Examination
    2014-11-18
  • S63 Uniform Securities Agent State Law Examination
    2009-03-04
Other Names
  • Deana Calvelli
  • Deana Gomez
  • Diana Gomez

View on SEC IAPD

Other Firms

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P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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