Angela Sorensen (CFP®)

Planning Specialties

Comprehensive financial planning and customized investment solutions
Maximizing company compensation benefits options, including stock options, Mega Backdoor Roth 401(k), deferred compensation, and tax minimization strategies
Social Security optimization and distribution planning
ESG and Socially Responsible Investment options

Additional Information

My goal is to develop a meaningful connection between your financial goals and life goals. I want to hear your story, take what I learn, and use it as the foundation for building your plan. As a CERTIFIED FINANCIAL PLANNER™ professional, I want to help you gain the financial freedom to do the things you want, when you want, with the people who mean the most to you.

A little about Angela:

I recently moved to Washington, after spending several years on the east coast.
My husband and I love spoiling and spending time with our dog, Alpha.
I love to go out and explore areas around our new home in Black Diamond.
I will always be a die-hard 4th generation Pittsburgh Steelers fan. My Boston wedding was even influenced with a black (grey) and gold color theme & “Terrible Towel” entrance.
In my spare time I am an avid bocce player and enjoy daily rides on my Peloton.
Schedule a 15-minute call with Angela

Education

Bachelor of Science in Finance, International Business, and Economics – Clarion University of Pennsylvania

Master of Business Administration (MBA) – University of Maryland

Graduate Certificate in Accounting – Suffolk University