Angela Thomson (BA, CFP®)

Angela Thomson focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Coastal Financial Planning, Inc. offers comprhensive financial planning and portfolio management. Angela Thomson,CFP(r), is the founder.

Additional services include 401(k) corporate plan reviews and installation and modificiatons of 401(k) plans.

 We have offices in Lincoln & Narragansett for your convenience.

Additional Information

Please visit our website at www.coastalfinancialplanning.com for a review of the services we provide to our cients.

The firm offers a free introductory consultation.

NAPFA Start Date

September 27, 2002

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This Office

640 George Washington Hwy Building 103, Office 1 Lincoln, RI 02865-4332 Phone: (401) 727-8151

Other Offices

28 Caswell Avenue Suite 500 Narragansett, RI 02882 Phone: 4017278151