Angie Trandai, CFP®

Founder & President,

Trandai Financial Solutions, LLC

Angie Trandai, CFP®, is a nationally recognized financial educator, author, speaker, and retirement specialist who helps successful professionals, business owners, and women on their own navigate the important financial decisions that come with approaching and living in retirement.

Since founding Trandai Financial Solutions, LLC in 1998, Angie has built her practice around one goal: helping clients create reliable retirement income, reduce unnecessary taxes, preserve the wealth they've worked hard to build, and leave a meaningful legacy for the people and causes they care about.

Angie is co-author of two retirement planning books, Retire Abundantly: The Proven Principles to Create More Worry-Free Retirement with Less Stress and Retire On Your Terms. Through her books, speaking, and educational work, she shares practical strategies designed to help individuals approach retirement with greater clarity, confidence, and peace of mind. Her insight has been featured on NBC, ABC, CBS, and FOX network affiliates, as well as in Yahoo Finance, MarketWatch, and New York Business Journal.

As a CERTIFIED FINANCIAL PLANNER™ professional, Angie specializes in retirement income planning, tax-efficient distribution strategies, risk-managed growth, wealth preservation, Social Security, and legacy planning. She works extensively with physicians, dentists, pharmacists, engineers, business owners, and women navigating retirement on their own - helping each one turn complicated financial decisions into clear, coordinated strategies.

What sets Angie apart is a rare combination: a background in chemical engineering paired with decades of financial advisory experience. Her analytical training brings discipline and precision to every plan she builds, while her years working closely with families bring a deeply personal understanding of what really matters as people approach retirement. She's known for creative, "outside-the-box" thinking tailored to each client's individual circumstances - and is a member of the Financial Planning Association, Ed Slott's Master Elite IRA Advisor Group℠, and National Social Security Advisors℠.

Angie's personal story has shaped the way she serves others just as much as her professional training has. In 1979, she and her seven siblings came to America as refugees from Vietnam - an experience that instilled a resilience, discipline, and gratitude that still guide the way she leads her firm and cares for the families she serves. She has been recognized annually as a Five Star Professional Wealth Manager since 2012 and has also been named among Five Star Professional Women in Wealth.

Following the loss of her husband in 2024, Angie gained an even deeper, firsthand understanding of the financial and personal challenges women can face when navigating life on their own. That experience has only strengthened her commitment to helping women approaching or already in retirement pursue financial confidence, independence, and peace of mind for the next chapter of their lives.

Outside of her work, Angie is grounded by meditation, world travel, and meaningful time with her two daughters and their families. She believes true wealth isn't only about financial security - it's about the freedom to enjoy life, nurture meaningful relationships, and create lasting memories with the people you love.

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,357 Cincinnati-area wealth managers were considered for the award; 216 (16% of candidates) were named 2021 Five Star Wealth Managers. 2020: 1,406 considered, 216 winners; 2019: 1,371 considered, 238 winners; 2018: 1,413 considered, 239 winners; 2017: 985 considered, 288 winners; 2016: 918 considered, 368 winners; 2015: 1,667 considered, 427 winners; 2014: 2,082 considered, 483 winners; 2013: 1,367 considered, 509 winners; 2012: 1,265 considered, 477 winners.