Paula Nangle, CFP®
Wealth Manager
Paula serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly two decades of experience in the financial services industry, Paula offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Paula served as President and Senior Wealth Advisor at an independent investment advisory firm.
Paula received her Bachelor of Science degree from Rutgers University, her Master of Science degree from the University of Florida and her Master of Business Administration degree from New York University. She is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Paula is an Ashtanga yoga practitioner and RYT500 certified yoga instructor. She and her husband, Michael, enjoy gardening, traveling and spending time with their grown children and grandchildren.
Articles by Paula Nangle, CFP®
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