Angela Marie Thomson

Angela Marie Thomson

| CFP®

Coastal Financial Planning, Inc.

Fee Only Financial Planner Located in Narragansett, RI and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Elder Care Issues
  • Estate Planning
  • Planning for Business Owners
  • High Net-Worth Clients
  • Women\'s Financial Issues
  • Holding Real Estate in IRA\'s

Visit Us

28 Caswell Street
Suite 500
Narragansett, RI 02882

640 George Washington Hgwy
Suite 103
Lincoln, RI 02865

Angela Thomson is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Angela Thomson, CFP® is principal and founder of Coastal Financial Planning, Inc. She is frequently quoted in many local and national publications including the Wall Street Journal, Chicago Truibune, Investment News, Providence Journal, Providence Business News and most recent interviewed on XM/Sirius radio by the Wharton School of Business.

She is recognized as a knowledgeable professional with a client centered focus, specializing in retirement planning, alternative asset investment and 401(k) plans. The firm was profiled by the Wall Street Journal in a piece citing trends in fee-only financial planning.

She is a graduate of Bryant College. She completed her CFP® course work in conjunction with Northeastern University and is a CFP® licensee. Additionally, she is a registered investment advisor. She has previously served as an adjunct professor at Bryant University teaching the CFP® Program.

Angela Thomson has served as Chairperson of the Financial Planning Association of Rhode Island, as well as held numerous board positions with local non-profits.