Meagan D'Angelo, CFP®

Managing Director, Senior Wealth Advisor



Meagan D’Angelo, CFP® joined Lido in 2023 as part of its partnership with Colorado Financial Management (“CFM”). It is an honor for Meagan to work with clients daily, and she thoroughly enjoys the fulfilling relationships that come from being actively involved in clients’ financial lives. With over 20 years of financial industry experience, she serves as an active member of the Lido team, and is involved in research, as well as providing financial counsel to individuals and families.

Meagan graduated from the University of Colorado at Boulder with a BS in Business Administration and went on to complete a Master of Science in Personal Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional and has been a member of the Financial Planning Association since 2007.

Currently residing in Longmont, CO, with her husband and children, Meagan has been a part of the Boulder Community her entire life and feels a deep connection to Colorado. She is also committed to supporting the success of various nonprofits. She is a former board member of the Boulder Valley Women’s Health Center and is actively involved in Boulder Rotary.

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