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.

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Retirement Planning

Wealth Management

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Long Term Care

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Income Protection

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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.

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Innovative

We combine CFP®-certified planning with creative solutions for a strategy built around you.


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Compassionate

Life’s challenges shape our understanding and commitment to your financial success.

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Independent

Not tethered to one company, we search for the best products to fit your unique needs from over 20 carriers.

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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.

Navigate Your Path Now.


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