Angela Granata, CFP®, AEP®

Angela Granata, CFP®, AEP®

Managing Partner
Financial Planning Consultant

Wealth management requires an experienced guide who can coordinate the development and implementation of your total wealth plan while ensuring you don’t miss opportunities along the way. A seasoned professional, Angela leads our financial planning which serves Ohio and Michigan and includes ten metropolitan areas. In addition, she serves Luminous Wealth Management as a key Advisor to clients and is in charge of consistency in our financial planning process.

With more than 20 years of experience in the financial services industry, Angela guides clients through the wealth management process, coordinating all of their financial needs in a simple, accessible way. Working closely with a team of experts, Angela helps clients define their goals and then develops strategies and solutions for their unique situations.

A CERTIFIED FINANCIAL PLANNER™, Angela joined Luminous Wealth Management in 2015. She holds a degree in Business Management and Organizational Development from Spring Arbor University, and attended the College for Financial Planning in Denver and the University of Toledo’s College of Business.

Active in her community, Angela is on the board of directors for the Girl Scouts of Western Ohio and a member of the Toledo Estate Planning Council, and Society of Financial Service Professionals. Angela is also a member of the University of Toledo’s Women and Philanthropy, and a Military Family Life Counselor through a program sponsored by The United States Department of Defense.

Phone 248-636-1114