Meet the Team

Angela Sorensen, MBA, CFP®

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

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!).


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.