Angie Rehkop cares a lot about your financial future. Her practice is founded with one simple, yet essential goal in mind: to design financial plans that take care of the wealth and well-being of her clients.
Angie eloquently discusses investment strategy, risk measures and complex business and family issues. Grounded by over two decades of financial planning expertise, she carefully guides individuals, families and business owners to their desired goals.
What you should expect working with Angie:
- Customized financial plan based on your priorities and goals
- Education on financial concepts so you can make informed decisions
- Coordinate with CPA’s and estate planning attorneys to cover all important areas of your financial life
- Provides uncompromising integrity and honesty in your financial relationship
Angie is a Wealth Manager at Scarlet Oak Financial Services and has two designations Chartered Financial Consultant™ and CERTIFIED FINANCIAL PLANNER Professional™. From 2012-2018 Angie has received the *FIVE STAR Wealth Manager Award for Best In Client Satisfaction. Angie is also a member of the Atlanta Estate Planning Association.
Giving back is a priority for Angie and Scarlet Oak Financial Services. She is the founder of Golf for the Kids Tournament benefiting Children’s Healthcare of Atlanta (www.golfforthekids.com).
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.
*FIVE STAR Wealth Manager Award for 2012-2018.
Awards based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2012 2018 Five Star Wealth Manager.
- Fee-Based Planning
- Financial Planning and Wealth Management
- Insurance and Disability Planning
- Investment Strategies
- Alternative Investments
We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.
Monday – Friday
from 9:00 to 5:00