Angela  Wentz,  CFP<sup>&reg;</sup> - Financial Advisor

Angela Wentz, CFP®

MRFC

President

Sage Wealth Consulting, LLC

6151 Lake Osprey Drive, Suite 300
Sarasota, FL 34240
FINANCIAL ADVISOR'S WEBSITE
(941) 500-3660 CONNECT WITH Angela
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General

Angela Wentz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Wealth Consulting, LLC in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Independent Advice. Strategic Planning. Fiduciary Standard. We provide thoughtful consulting coupled with cloud-based technology to deliver meaningful advice and long lasting relationships. As president of Sage Wealth Consulting, LLC, my goal is to help my clients achieve their desired lifestyle while navigating changing financial circumstances and priorities. I am motivated by a genuine desire to help clients. As a fee-only advisor, we never earn commissions. We offer a monthly pay-as-you-go approach for wealth consulting for professionals and business owners looking for a strategic planning partner.

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Financial Advisor Experience

Angela Wentz is both a Master Registered Financial Consultant and a Certified Financial Planner. These additional designations are not required to practice financial planning, but represent a commitment to continuing education, ethics, and industry experience. In addition to the professional experience and testing required, the MRFC designation requires 40 hours of continuing education annually to stay on top of industry changes and the CFP requires 30 hours of continuing education every two years in addition to ethics requirements. Also, she is Ethics Approved by the IARFC. The Ethics Approved program verifies the high principles and standards of the IARFC Code of Ethics and asserts a sound record of business integrity with no suspension or revocation of any professional licenses.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources