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Angela C

Series 66

Springfield, IL

Rockefeller Financial LLC

Angela Cagwin is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at several firms including Wells Fargo Advisors, Cambridge Investment Research Advisors, and Advanced Benefit Solutions prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across equities, fixed income, and alternatives, alongside its unique broker-dealer capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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