Plan Your Financial Destination
with Confidence
with Confidence
At Trandai Financial Solutions, we design personalized financial plans to help you embrace life’s possibilities. As CFP® professionals and seasoned innovators, we combine analytical expertise with a deep understanding of life’s challenges, guiding you through retirement planning, wealth management, and life’s uncertainties—so you can live abundantly and leave a lasting impact.
Retirement Planning
Wealth Management
Long Term Care
Income Protection
Your Partner
In Financial Confidence
Trandai Financial Solutions is dedicated to helping clients navigate life’s financial uncertainties with confidence. Led by Angie Trandai, a CFP® professional and seasoned innovator with five patents to her name, we specialize in crafting financial strategies tailored to your unique journey. Whether you’re a business owner preparing for retirement, a professional like a doctor or engineer managing your wealth, or navigating life after a divorce or loss, our personalized approach ensures you feel understood and empowered.
Innovative
We combine CFP®-certified planning with creative solutions for a strategy built around you.
Compassionate
Life’s challenges shape our understanding and commitment to your financial success.
Independent
Not tethered to one company, we search for the best products to fit your unique needs from over 20 carriers.
What It Means to Be a CFP®
CFP® professionals undergo rigorous education in financial planning, complete extensive exams, and adhere to strict ethical standards—ensuring expertise and professionalism in every decision.
Being a fiduciary means always putting your best interests first. Unlike advisors tied to specific products or commissions, fiduciaries are legally and ethically bound to prioritize your goals and well-being in every recommendation.
