Angie Osili CFP®, MCEP®

Financial Advisor & Owner

Angie is passionate about helping individuals and business owners protect and preserve what they have worked so hard to accumulate. She believes that wealth management goes well beyond investment mix and that a solid strategy can provide clients with financial security and confidence, ultimately giving people the independence they deserve.

In addition to her experience as a financial advisor, Angie has a background in corporate financial planning and strategy. While this provided an arena to hone her business financial skills, she realized working directly with individuals and small business owners is more fulfilling. When asked to join Williams Investment Network, she knew it was the perfect opportunity to switch from the corporate financial world to helping individuals and small business owners make confident decisions toward achieving their goals and live the life they aspire to. She is excited to work with clients to determine what successful retirement looks like and implement a strategy to achieve it. Angie holds an undergraduate degree in financial planning as well as a master’s degree in business administration. In addition to being a Certified Financial Planner™ and a Certified Estate Planner™, she currently holds Series 7, 63 and 65 securities licenses and is a life, health and long-term care insurance professional.

Realizing that living the life you want is a measure of success, Angie loves spending time with her husband Dan and daughter Sydney. She enjoys crossfit, trail running and getting out to explore the great Colorado wilderness.

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Angie was named a 2021 and 2022 Five Star Wealth Manager by 5280 and ColoradoBiz magazines. This select group represents less than 4 percent of the wealth managers in the Denver area.