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Angela Monateri, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Angela Monateri

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Oak Tree Wealth Partners
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S.: Psychology Minor: Business - John Carroll University, 2000
  • Executive Certificate in Financial Planning - John Carroll University, 2006

Professional associations

  • John Carroll University Alumni Association

Community participation

  • Make-A-Wish Foundation
  • Northern Ohio Italian American Foundation (NOIA)

Interests

  • Spending time with my family
  • Traveling
  • Scuba diving