Firm
Position
Angie
is a partner with ParenteBeard Wealth Management LLC, a registered
investment advisory firm. Angie is located in the
Lancaster office.
Professional
Experience
Angie
is an experienced financial and investment advisor with more than 22
years of experience. As a
financial planner, Angie assists clients with their financial and tax
needs, including planning services such as estate, retirement, business
succession, income tax, investment and insurance planning and
implementation of such plans. She is actively involved in the
planning and management of investment portfolios.
Angie
has given a number of seminars on tax, financial, retirement and estate
planning to executives at publicly and privately-held companies. She also works closely with
business owners and executives to provide planning for the succession of
their business entities in a tax efficient manner. As an independent financial
advisor and consultant, Angie frequently works with groups that have
fiduciary responsibility to oversee monies and assets in pension plans
and non-profit funds. She
provides an independent overview of the investments and assists the
Trustees or Fiduciaries in making decisions required on the assets
including writing of investment policy statements, proper
diversification, risk management and performance in comparison to
benchmarks that are appropriate.
Education/Certification
