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Angela G

CFP®, Series 63, Series 65

Charlevoix, MI

J. W. Cole Advisors, Inc.

Angela Granata is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has been with J.W. Cole Advisors, Inc. and its affiliated entity, J.W. Cole Financial, since 2015. Prior to that, she worked at KeyBanc Capital Markets Inc. for four years. Granata is also the owner of Luminous Consulting, a non-investment related business. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm uses a range of strategies and custodial platforms and provides both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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