Caroline Angell
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Here to act in your best interests
About me
Being a financial planner combines many of my passions. I enjoy educating clients about the importance of being intentional when working toward savings and spending goals. It is very fulfilling to help families achieve goals that they never thought possible, such as funding kids’ and grandkids’ college, retiring comfortably, being able to travel or purchasing a dream home, to name a few. I live in Northport, NY, with my husband. I enjoy running, hiking and taking walks with my two dogs.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Business - Adelphi University
Visit one of our Locations
New York III - Long Island
1130 RXR Plaza
Suite 1130
Uniondale, NY 11556
Working with Us
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Certain services provided on an educational and guidance basis only.