Meet the team
Angela Neumann
CFP®, CAP, Series 65
Senior Vice President, Wealth Advisor
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About Angela
Angela Neuman specializes in planning for multi-generational families with shared family assets. She helps her clients answer the question, what does it mean to manage generational wealth?
With 25 years of experience, she helps her clients get “unstuck” and create a vision for their future so they can move forward with purpose.
Angela is a CERTIFIED FINANCIAL PLANNER™ (CFP®️), a Chartered Advisor in Philanthropy (CAP), and has her Series 65 license. She has a BSBA in Finance and Economics from Central Michigan University and an MSFS in Financial Planning from the College For Financial Planning.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Accreditation & Education
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Central Michigan University – Bachelor of Arts in Finance and Economics
American College – Master of Science in Financial Services
Up Close
When not helping her clients plan their futures, she enjoys hiking and biking. She’s active in her church and has a grown son and two dogs.
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Angela Neumann,CFP®, CAP, Series 65
Senior Vice President, Wealth Advisor
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