Angie Mally is a CFP at Arlington Capital Group, LLC. With over 20 years of experience as a CERTIFIED FINANCIAL PLANNER® Professional, she specializes in investment and financial planning. Through the financial planning process she assists her clients in developing prudent strategies for their financial goals. Angie prepares plans that address college education, asset allocation, insurance, retirement, asset protection and estate planning. Angie’s experience, integrity, and commitment to work in her clients’ best interest are the foundation of her practice. Her clients include individuals, small businesses and large corporations.
Angie attended The Ohio State University where she received a Bachelor of Science in Family Financial Management in 1998. Angie earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter® (CLU®) designations in 2001 & 2002 respectively.
Angie resides in Upper Arlington with her husband Brian and children Colin and Brooke.
Registered Representative & Financial Advisor with Park Avenue Securities, Financial Representative of Guardian.