Meet the Team

Angela Sorensen, MBA, CFP®

Lead Advisor
Direct: (425) 531-7333
Office: (425) 467-1011 Ext. 233
Email: angela.sorensen@avieradvisors.com
Schedule Time With Angela

Invested in your financial future

My Role

I truly enjoy working with people to help them align their personal and financial goals. When I first started my career in corporate finance, I quickly discovered that my true passion is personal finance. I also knew the importance of being a fiduciary. As a Lead Advisor, I use what I learn about a person’s goals and desires to build and execute on a plan that is best for them.

I want clients to feel confident about their financial plan. I strive to build strong, trusting relationships and find that to be the most fulfilling part of my role.

My Story

I am a newcomer to the Pacific Northwest after living in several east coast cities – including Pittsburgh, Washington D.C., and Boston. Coming from a military family, the first part of my career focused on finance in the defense industry. I took the CFP exam in early 2019 and was able to transition to my passion of personal financial planning.

Though I have lived in several big football cities, 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 free time, I am an avid bocce player. I was the captain of 2 championship winning leagues in my previous cities and cannot wait to join a team in Seattle. My husband, Michael, and I also love exploring the great outdoors with our dog, Alpha. When my dog hasn’t exhausted me from a long hike, I enjoy riding my Peloton (my quarantine splurge!).

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

Designations

CERTIFIED FINANCIAL PLANNER™ Professional

Licenses

Series 65

READY TO GET STARTED

Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.