Angie Myers, CFP®
Wealth Analyst
Angie helps to research and implement comprehensive investment and wealth planning strategies that are integrated, tax-efficient and tailored to achieve each client’s life goals. To her work, Angie brings more than a decade of experience in client services and planning, in both the private and nonprofit sectors. A special interest for Angie is helping families determine and implement philanthropic giving strategies that align with their values and needs over many generations.
Prior to LNW, Angie helped donors create impactful, tax-advantaged giving strategies for Catholic Relief Services, an international development agency. Before that, she worked in commercial real estate and private equity for firms based in the Pacific Northwest.
- CERTIFIED FINANCIAL PLANNER™ professional
- B.A. in Philosophy, University of Washington
- Board member, Perinatal Support – WA
- Volunteer, North Creek Junior Jags Cheer
Cooking, reading, home DIY, and laughing with people she loves.
