Kirsten Tangeman, CFP, APMA

Kirsten Tangeman, CFP, APMA Tangeman Wealth Management provides full service, fee-based investment advice and financial planning for high net-worth individuals and their families.

With 22 years of experience, we serve as an ongoing financial resource for our clients. Kirsten Tangeman is a wealth advisor at Tangeman Wealth Management, with offices in Walnut Creek and Ladera Ranch, California. With over 25 years of experience as a financial advisor, Kirsten is a certified financial planner, accredited portfolio management advisor, and holds an insurance license. She establish

ed the firm because she realized there was a need for trustworthy, ongoing financial planning that could unite investments and tax efficient strategies with life goals. In addition to running Tangeman Wealth Management, Kirsten manages a portfolio of large-cap stocks that are screened for environmental and social governance. She has built her client base and reputation on the dedication and detailed level of personalization she is able to achieve to help her clients achieve their goals. Based out of California, Kirsten is the proud mother of 2 grown children, one of whom attends her alma mater. She is passionate about matters of quality and the environment, and credits her success to focus, drive and perseverance. Outside of her professional endeavors, Kirsten enjoys traveling with her husband, a South of France native. She shares the love of travel with many of her clients and often lives vicariously through their adventures. Kirsten Tangeman is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (ww.finra.org / www.sipc.org). Tangeman Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

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27281 Las Ramblas Ste 138
Mission Viejo, CA
92691

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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