Angie Pack, CSLP®, Candidate for CFP® Certification

Angie Pack, CSLP®, Candidate for CFP® Certification

Financial Planner


The FIRE movement, financial life planning, student loans, and charitable giving.


Angie has a Bachelor's of Arts degree in Communication Studies from the University of California, Los Angeles (UCLA), a Master's of Arts in Biblical Exegesis from Wheaton College, and a certificate in Financial Planning from Northwestern University.


Certified Student Loan Professional (CSLP®) FINRA Series 65 license Candidate for CFP® Certification Enrolled Agent (in progress)

More About Angie

Angie spent over a decade in education as a high school teacher and career advisor for undergraduate and graduate students. In addition, she spent a year teaching English in the Palestinian Territories and has worked closely with non-profits and service organizations all of her adult life.

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 discovered the FIRE (Financial Independence Retire Early) movement, where she binged on 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 fee-only CERTIFIED FINANCIAL PLANNER™ to help Gen X, Millennial and Gen Z clients with the unprecedented financial issues affecting these generations, like student loans.

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 Masters 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.