Angela started her career as a corporate accountant in Atlanta, GA. Upon moving to the Ithaca, NY area, she joined a major wire house in 1997 and began practicing as a financial advisor in 1998. Angela joined New Horizon Financial Strategies, a member of the Strebel Planning Group, in 2006 and became a partner in the firm in 2019. As a CERTIFIED FINANCIAL PLANNER™ professional, she has committed to the CFP Board’s ethical standards and puts her client’s interests first. She has extensive experience helping clients through financial planning strategies, including but not limited to wealth management, retirement planning, cash flow analysis, risk analysis, and estate planning.
Professional Designations
– CERTIFIED FINANCIAL PLANNER™, CFP®
– Certification for Long-Term Care
– Series 65 registered
– Currently Insurance licensed in NY and MD
Education/Licenses
– Georgia State University, Atlanta, GA
– Bachelor of Business Administration, Accounting, 1989
– CERTIFIED FINANCIAL PLANNER™, 2019
– Certification for Long-Term Care, 2006
Memberships
Financial Planning Association
Community
Women Swimmin’ for Hospicare
