Angela M. Thomson, CFP®

President of Coastal Financial Planning, Inc.

coastal financial planning

About Coastal Financial Planning

Fee-only financial planning. 401(k) plan reviews and implementation. We have offices in Lincoln and Narragansett, RI for our clients convenience. Coastal Financial Planning offers portfolio management, retirement planning, hourly services and reviews and implementations of 401(k)'s.

Angela M. Thomson, CFP®

Angela Thomson, CFP® is principal and founder of Coastal Financial Planning, Inc. She is frequently quoted in many local and national publications including the Wall Street Journal, Business 2.0, Investment News, Providence Journal, Providence Business News, Houston Chronicle, Financial Planning Interactive and other publications covering personal finance topics.

She is recognized as a knowledgeable professional with a client centered focus. She was recognized by the Providence Journal's Money & Business section as one of the "Women to Watch". The firm was profiled by the Wall Street Journal in a piece citing trends in fee-only financial planning.

She is a graduate of Bryant College. She completed her CFP® course work in conjunction with Northeastern University and is a CFP® licensee. Additionally, she is a registered investment advisor. She has previously served as an adjunct professor at Bryant University teaching the CFP® Program.

Angela Thomson served as Chairperson of the Financial Planning Association of Rhode Island, as well as held numerous positions at the local PTA. Angela is actively involved in her community. She served as President of the PTA. Additionally, she is a volunteer Money Mentor for women, working in conjunction with the State of Massachusetts Treasurer's office, as well as with the Rhode Island Chapter of the Financial Planning Association.

She has sat on on non-profit boards for the Catholic Foundation, Friends of Hearthside (a historical preservation group), Lincoln Taxpayers Association, and St. Judes Finance Committee.

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