Angela Ostendarp

Senior Managing Partner @Carnegie Private Wealth

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Senior Managing Partner @Carnegie Private Wealth

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Charlotte, NC, US

EDUCATION

1985 — 1989

The University of North Carolina at Chapel Hill

Bachelor's degree of Science, Business Administration and Management, General

SKILLS

Risk ManagementInvestment StrategiesTax EfficiencyMulti-Generational Wealth TransferTax-Efficient StrategiesRetirement PlanningRelationship ManagementFinancial AdvisoryStrategic Planning

ABOUT ANGELA OSTENDARP

Angie loves serving clients and helping them create a plan to pursue their goals. This is what led her to become an advisor and has kept her in the industry for nearly 30 years. Angie received her bachelor’s in Business Administration with a concentration in Finance from UNC Chapel Hill. Her licenses and designations include Series 7, 63, 31, and 9/10 through LPL Financial, along with Certified Financial Planner. Angie’s go-to financial advice is not to wing it, but rather have a plan in place.Away from the office, Angie enjoys golfing and cheering on sports teams in the Charlotte area with her husband, Jay. Together, they have three children and one Australian shepherd. She likes to volunteer at Habitat for Humanity and Junior Achievement and has fond memories of coaching softball, basketball, volleyball, and soccer while her kids were growing up. Her favorite thing about working with clients is providing them confidence.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. For a list of states in which we are registered to do business, please visit: and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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Angela Ostendarp — Senior Managing Partner at Carnegie Private Wealth in Charlotte, NC, US | Unifers