Caroline Angell

CFP®

Caroline Angell

Here to act in your best interests

About me

Being a financial planner combines many of my passions. I enjoy educating clients about the importance of being intentional when working toward savings and spending goals. It is very fulfilling to help families achieve goals that they never thought possible, such as funding kids’ and grandkids’ college, retiring comfortably, being able to travel or purchasing a dream home, to name a few. I live in Northport, NY, with my husband. I enjoy running, hiking and taking walks with my two dogs.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Business - Adelphi University

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New York III - Long Island

1130 RXR Plaza

Suite 1130

Uniondale, NY 11556

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4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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