
Angela Kwon, FPQP®
Client Service Associate
Angela oversees logistics of financial/investment planning meetings and keeps our office organized. With years of experience as a school teacher, Angela’s thoughtfulness and attention to detail allows our clients to be sure that their plans are meticulously cared for. Angela earned the Financial Paraplanner Qualified Professional™ designation in 2022 and holds her Bachelor’s degree in Elementary Education from Towson University.