Angie spent over a decade in education as a high school teacher and career advisor for undergraduate and graduate students. In addition, she has a passion for service work and non-profits. She spent a year teaching English in the Palestinian Territories, and launched two service organizations: a non-profit to assist women who are at-risk for human trafficking, and a distance learning center for disadvantaged elementary students during the COVID-19 school closures in California.
Angie fell in love with personal finance while her family paid off $280,000+ of debt from graduate school. Her husband, a pediatrician, had gone to medical school on a partial scholarship. However, even with a modest amount of loans, by the time he finished residency the loan balance had ballooned to a quarter of a million dollars. This plus Angie’s graduate school debt made them feel like they could not think about any other life goals—financial or otherwise—until the loans were paid.
In the process of figuring out how to pay the debt, Angie found the FIRE (Financial Independence Retire Early) movement where she binged financial podcasts and blogs and developed a financial strategy to pay off their debt. She felt empowered by what she learned, and became passionate about equipping others with the same knowledge. She decided to change careers and become a fiduciary CERTIFIED FINANCIAL PLANNER™. Her passion is helping service-oriented clients utilize their financial resources to create a values-driven life they love.
Angie enjoys spending time with her husband and their five children in the Monterey Bay area of California where they live. She swims with her local Master’s swim team several times per week, just completed her first marathon, and is actively involved in her church. She also enjoys travel, backpacking, reading, and giving back to the community.
The FIRE Movement, Financial Life Planning, Student Loans, Charitable Giving, Industry-Specific Financial Planning Expertise: Education, and Non-profits
Certificate in Financial Planning, Northwestern University
M.A. in Biblical Exegesis, Wheaton College
B.A. Communication Studies, University of California, Los Angeles (UCLA)
Candidate for CFP® Certification
Certified Student Loan Professional (CSLP®)
FINRA Series 65 license
Enrolled Agent (in progress)