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Our Team

Angela Granata, CFP®, AEP®

Managing Partner
Financial Planning Consultant

Wealth management requires an experienced guide who can coordinate the development and implementation of your total wealth plan while ensuring you don’t miss opportunities along the way. A seasoned professional, Angela leads our financial planning which serves Ohio and Michigan and includes ten metropolitan areas. In addition, she serves Luminous Wealth Management as a key Advisor to clients and is in charge of consistency in our financial planning process.

With more than 20 years of experience in the financial services industry, Angela guides clients through the wealth management process, coordinating all of their financial needs in a simple, accessible way. Working closely with a team of experts, Angela helps clients define their goals and then develops strategies and solutions for their unique situations.

A CERTIFIED FINANCIAL PLANNER™, Angela joined Luminous Wealth Management in 2015. She holds a degree in Business Management and Organizational Development from Spring Arbor University, and attended the College for Financial Planning in Denver and the University of Toledo’s College of Business.

Active in her community, Angela is on the board of directors for the Girl Scouts of Western Ohio and a member of the Toledo Estate Planning Council, Society of Financial Service Professionals, Toledo Sight Center Planned Giving Council, and the ProMedica Health Care Planned Giving Council. Angela is also a member of the University of Toledo’s Women and Philanthropy, a counselor for the National Endowment for Financial Education, and a Military Family Life Counselor through a program sponsored by The United States Department of Defense.

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IMPORTANT DISCLOSURES

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. 

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). 

Luminous Wealth Management, LLC and JWC/JWCA are unaffiliated entities. 

J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method. 

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This communication is strictly intended for individuals residing in the state(s) of AZ, FL, KY, MI and OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


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