Angie Marie Grainger
CPA/PFS, CFP®

From saving millions in taxes with complex strategies to simply helping young entrepreneurs get started, for over 25 years, Angie has helped people understand and improve their finances. It’s her passion to see people achieve their dreams—without money being a barrier. For Angie, it’s not just about the clients, it’s also about the team; living a life they love.

Raised in the San Fernando Valley in Los Angeles in a blue-collar family, Angie went to work with her mom, a travel agent, and dreamed of a bigger world. Decades later, she traveled the world and ran a mobile-global CPA firm while visiting elephants in Thailand and orphanages in India.

Finding joy in life is what inspires her, and helping others is what drives her.

An author, graduate of Golden Gate University with a Masters in Tax and Financial Planning, CPA/Personal Finance Specialist, and Certified Financial Planner®, Angie is an expert in nearly all aspects of personal finance. Fondly known as the ‘money whisperer’, Angie helps families confront money issues with pinpoint accuracy, leading each and every client to the discovery of true prosperity.