Kirsten Tangeman, CFP, APMA

Kirsten Tangeman, CFP, APMA Tangeman Wealth Management provides full service, fee-based investment advice and financial planning for high net-worth individuals and their families.

With 22 years of experience, we serve as an ongoing financial resource for our clients. Kirsten Tangeman is a wealth advisor at Tangeman Wealth Management, with offices in Walnut Creek and Ladera Ranch, California. With over 25 years of experience as a financial advisor, Kirsten is a certified financial planner, accredited portfolio management advisor, and holds an insurance license. She established the firm because she realized there was a need for trustworthy, ongoing financial planning that could unite investments and tax efficient strategies with life goals. In addition to running Tangeman Wealth Management, Kirsten manages a portfolio of large-cap stocks that are screened for environmental and social governance. She has built her client base and reputation on the dedication and detailed level of personalization she is able to achieve to help her clients achieve their goals. Based out of California, Kirsten is the proud mother of 2 grown children, one of whom attends her alma mater. She is passionate about matters of quality and the environment, and credits her success to focus, drive and perseverance. Outside of her professional endeavors, Kirsten enjoys traveling with her husband, a South of France native. She shares the love of travel with many of her clients and often lives vicariously through their adventures. Kirsten Tangeman is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (ww.finra.org / www.sipc.org). Tangeman Wealth Management and LPL Financial are separate entities. 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
10/02/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/30/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
09/28/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Check out this video on taxes.
09/25/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Client Appreciation Event 2026Thank you to everyone who joined us at Scott's Seafood. Scott’s provided delicious food, ...
09/24/2026

Client Appreciation Event 2026
Thank you to everyone who joined us at Scott's Seafood. Scott’s provided delicious food, a beautiful view, and the perfect setting for a fun evening with our clients. We had a fantastic group, and everyone enjoyed getting into the competitive spirit with a game of Rock, Paper, Scissors! Congratulations to our winner, who took home a $250 gift card to Scott’s Seafood!

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/23/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
09/21/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Saving for college doesn’t have to be as complicated as college itself.
09/18/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Check out this informative video on bull and bear markets to better understand how the stock market works!
09/16/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Lifestyle inflation can be the enemy of wealth building.
09/14/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Address

27281 Las Ramblas Ste 138
Mission Viejo, CA
92691

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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