Angela Ambrose, CFP®, RICP®, AFC®
Experience financial resources directed by your values and toward your goals.
Angela provides comprehensive, tailored financial plans as a foundation for her clients. She primarily works with individuals in the medical field, law professionals, and pre-retirees with a focus on comprehensive planning. This comprehensive planning that she applies includes all facets involving investments, taxes, risk management, wealth management, and more.
Angela grew up in Greensboro, NC, and was motivated from early on to become an advisor thanks to her passion and her desire to help others, driven largely by her limited access to the resources to save for education and life needs growing up. After graduating from Campbell University with a Bachelor of Arts in Government, she quickly transitioned to a flourishing financial advising career. She now works on the Lichtenberger Team at North Star Resource Group, where she uses her understanding of a client’s desire for a collaboration with their advisor to connect with them and address their complete financial picture.
Angela resides in Clayton, NC. In her free time, she enjoys spending time with her husband and two children along with making bead weaving jewelry, making homemade soaps, and serving in her church and community.
- Life & Health license
- Medicare Supplement/LTC license
- Variable Life & Annuity license
- Personal lines license
Comprehensive fee-based financial planning
More than simply a transactional relationship, a comprehensive plan allows a review of all aspects of the financial plan. Saving enough for retirement is not enough if the risks are not mitigated.
Estate Planning can help a client to provide for those left behind, provide liquidity to pay for estate administration costs and leave a lasting legacy.
Addressing debt can allow a client to save in interest costs and save toward other goals. Clients who have a large amount of debt may see relief with proper management.
Although the primary purpose of life insurance is the death benefit, Life insurance can be used both while living and at death. Proper protection for you and your loved ones can help to avoid financial issues upon an unexpected passing. A client’s loved ones can grieve instead of focus on financial issues.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.