Angela Hall, PhD, CFP®

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Angela believes that education is the key to making smart decisions. She also believes that everyone should have access to the knowledge and guidance needed to empower them to do well for themselves and their families. As a Certified Financial Planner®, her mission isn’t to make you an investment expert, but to guide you in achieving your most ambitious life and business vision by developing and maintaining custom wealth strategies. Angela works closely with business owners, professionals, and individuals who are busy making a life, not just a fortune. Angela also loves teaching young women, single mothers, and widows about finance. She recently completed her PhD in Leadership and Policy from Niagara University and is using what she learned to be an effective leader and influence positive policy change.

Angela earned her bachelor of science from SUNY Fredonia, Masters in Business Administration from Canisius College, and Certificate of Financial Planning from Bryant University.

Angela is also passionate about serving her community through organizations like the Junior League of Buffalo who promotes volunteerism for women. She has previously sat on boards for the West Seneca Chamber of Commerce, Batavia area Jaycees, Buffalo Arts Studio, WNYBAC, and the Lothlorien Therapeutic Riding Center in East Aurora.

Who Truly Sees You?

Friend and client Diane shares about why she feels truly seen.
Diane Justinger is a current client of Note and was not compensated for providing this testimonial.

Retirement Plans Should Be Easy

Angela shares how Note can un-complicate your retirement plan.

Last Days of Summer

Angela shares the secret of why it's actually retirement plan season.

They Made Me Go To a Financial Advisor

Angela's glad somebody made her plan ahead when she started out.

What's Driving Your Decisions?

With a million financial voices and indicators out there, what do you look to?

Holding the Line

Shawn and Angela warn against knee jerk reactions turbulent markets.

It's Getting Better All the Time

You can see doom and gloom everywhere. Or celebrate what’s getting better.

We're Not Chasing a Number

Tom and Angela unpack the new Note approach to managing 401k plans.

What We Accomplished Together

Tom and Angela explain why you should share your profits with your team.

My Employer's Helping Me Get There

Tom and Angela share how to win over younger workers with a 401k.

A Little Help Goes a Long Way

Tom and Angela discuss tweaking your business’ 401k plan.

Worse Than Heart Surgery

Changing your 401k is a huge pain. But it doesn’t have to be.