Angela Sorensen, MBA, CFP®

Associate Advisor
Office: (425) 467-1011
Email: angela.sorensen@avieradvisors.com

Invested in Your Financial Future

 

My Role

As an Associate Advisor, I work with the Lead Advisors and Client Service Associates to ensure a seamless financial planning experience for our clients.

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

LinkedIn

linkedin.com/in/angela-sorensen-543b8030

Interested in Learning More? We'd Enjoy Meeting You.