Angela SergentWealth Advisor, VP | CRPC®, RICP®
Address
216 Cottage Grove Rd
Madison, Wisconsin 53716
US
Phone
(608) 720-3118
Email
About Angela Sergent
Career Highlights and Industry Expertise
- Financial industry professional since 2002
- Joined the company in 2014
- Chartered Retirement Planning Counselor℠
- Retirement Income Certified Professional®
Education
- Bachelor’s degree from Upper Iowa University
Servicing Areas
Serving the Madison, Wisconsin region and banking centers
I help my clients structure their finances in a way that is comfortable to them from their working years through retirement. Our ongoing monitoring helps clients work toward accomplishing their goals. Outside the office, I enjoy spending time with my two children and practice physical fitness through running, yoga and aerobic exercise.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today.
Old National Wealth Management Services
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
