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Angela P

CFP®, Series 65

Marina, CA

SLP Wealth

Angela Pack is a CFP® and holds a Series 65 license with three years of industry experience. She currently works at SLP Wealth and also provides student loan consulting through Student Loan Planner. Her prior experience includes roles at Susan L. Kendall, CPA, Kendall Wealth Partners, and Northwestern University. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios using no-load mutual funds and ETFs, offering ongoing account monitoring and additional services including tax preparation and 401(k) plan support.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Founder/Business Owner
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