Barbara A. Pietrangelo,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara A. Pietrangelo, CFP®

ChFC, CLTC,CLU

Financial Planner

The Pietrangelo Agency

4764 E Fulton St, Ste 203
Ada, MI 49301
(616) 855-0012

General

Barbara Pietrangelo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Pietrangelo Agency in Ada, MI and the surrounding communities.

Financial Advisor Experience

Worked with Prudential for over 20 years as a Certified Financial Planner.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLTC, RFC, LUTCF, LUTCF, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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