Meagan D’Angelo, CFP®

Principal | Sr. Financial Advisor

Meagan D’Angelo joined Colorado Financial Management in 2003. Meagan is a partner and key member of the financial planning team, a senior advisor, and portfolio manager. She has over 13 years experience in the financial industry. She serves as an active member of Investment Committee and is involved in research, as well as providing financial counsel to individuals.

Meagan graduated from the University of Colorado at Boulder with a BS in Business Administration, and went on to complete a Masters of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER professional. She has been a member of the Financial Planning Association since 2007. Meagan sits on the Board of the Boulder Valley Women’s Health Center, and she is actively involved in Boulder Rotary. She currently resides in Longmont with her husband and three small children.

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)