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

Kirsten Tangeman, CFP, APMA

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United States
Mission Viejo, CA
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 established 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.

11/06/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

11/04/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

11/02/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

10/30/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

10/28/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

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10/26/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

10/23/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

10/21/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

10/19/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

10/16/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Address

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

Website

https://www.tangemanwealthmanagement.com/

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