Meagan D’Angelo, CFP®

Principal | Sr. Financial Advisor

Meagan D’Angelo joined Colorado Financial Management in 2003. Meagan is a Partner, Sr. Financial Advisor, and key member of the financial planning team. She is honored to work with clients daily and thoroughly enjoys the fulfilling relationships that come from being actively involved in clients’ financial lives. With over 15 years of financial industry experience, she serves as an active member of the Investment Committee, is involved in research, and provides financial counsel to individuals and families.

Meagan graduated from the University of Colorado at Boulder with a BS in Business Administration and went on to complete a Master of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and has been a member of the Financial Planning Association since 2007.

Currently residing in Longmont with her husband and three small children, Meagan has been a part of the Boulder County Community her entire life and feels a deep connection to the community. She is committed to supporting the success of non-profits and currently sits on the board of the Boulder Valley Women’s Health Center, and she is actively involved in Boulder Rotary.

EDUCATION

BS Business Administration
University of Colorado

MS Personal Financial Planning
College for Financial Planning

CREDENTIALS

CERTIFIED FINANCIAL PLANNER (CFP®)

MEMBERSHIPS

Financial Planning Association (FPA)