Meet the Team

Angela Sorensen, CFP®, ECA, MBA

Lead Advisor
Direct: (425) 531-7333
Office: (425) 467-1011 Ext. 233
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!).


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




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