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

NAPFA Start Date

April 23, 2021

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This Office

10655 NE 4th St Ste 508 Bellevue, WA 98004-5039 Phone: (425) 467-1011

Other Offices

5200 SW Meadows Road Lake Oswego, OR 97035-3202 Phone: (503) 347-8218