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Angie Mathews, Financial Advisor

FINANCIAL ADVISOR
Angie Mathews

CRPC™, SE-AWMA™
140 Lakeside Ave Suite 312, Seattle, WA 98122opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Sustainable investing
  • College Savings
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Intergenerational Planning

About Angie

I was born and raised in Seattle and attended the University of Washington, where I played basketball and earned my BA, and then my doctorate.

My journey into financial advising was inspired by my own career transition, leaving physical therapy to pursue a path that allowed me to blend my analytical skills with my desire to make a meaningful impact in people’s lives. This gives me a unique understanding of the challenges and opportunities that come with navigating big life or career changes.

I work with professionals who are diligent savers, partnering with them to develop financial strategies that are sound, sustainable...

Work History

  • Edward JonesJune 2022 to Current
  • Evergreen HomeCare ServicesMarch 2014 to June 2022

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

  • SE-AWMA™

    Sports and Entertainment Accredited Wealth Management Advisor™

Education

  • Univ of WashingtonDoctor of Physical Therapy

Team Members

  • Sydney Goldman
    Branch Office Administrator
  • Noriko Inafuku
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(206) 737-0602

Fax

(855) 471-8423

Office Address

140 Lakeside Ave Suite 312
Seattle, WA 98122opens in a new window

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