Women allow for a deeper connection through the financial planning process and are many times overlooked in the financial services industry. The female perspective on finances and the ability to dive deep into their hopes, dreams, goals and what is most important to them, is so rewarding for an advisor like me. I enjoy being the advisor that can work collaboratively with my female clients and allow them to have someone walking alongside them to assist in making their financial dreams a reality. An advisor who listens, wants to hear their concerns and does not pass judgment.
Angela provides comprehensive, tailored financial plans as a foundation for her clients. She primarily works with individuals in the medical field, law professionals, and pre-retirees with a focus on comprehensive planning. This comprehensive planning that she applies includes all facets involving investments, taxes, risk management, wealth management, and more.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
THREE THINGS ABOUT ME
I enjoy spending time with my husband and two children.
I love making bead weaving jewelry and homemade soaps.
I take pride in serving in my church and community.
Certified Financial Planner (CFP), Accredited Financial Counselor Certificate (AFC), Retirement Income Certified Professional (RICP)
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.