Angela Carlson

CFP®, ChFC®, AIF®, MBA, Financial Consultant

9122 Town Center Pkwy
Bradenton, FL 34202
T: 941-487-1763


Angela, an Accredited Investment Fiduciary®, CFP®, ChFC®, is dedicated to providing integrated wealth management strategies to assist clients in accomplishing important financial goals. Her goal is to fully understand her clients to provide advice and strategies that add value and provide financial confidence. Angela has over 13 years of experience in the financial services industry, is a member of the Financial Planning Association, and holds an M.B.A. from Norwich University and a B.A. from the University of Vermont.