Angie Svitak

CPA, Financial Planner

Angie’s passion for her work has helped her pave a path for success. An alumna of Sonoma State University, she holds a Bachelor of Science in business administration and accounting.

Her career began at Deloitte in San Francisco, where she was a senior auditor. She then spent four years with Burr, Pilger and Mayer as an audit manager, before relocating to Texas in 2009. There, she was a senior manager at Whitley Penn. With her long history in auditing, Angie was able to easily transition to Cain Watters and Associates as a financial planner.

“I have always taken great pride in using the talents given to me to help others; I love that my career enables me to give back. Nothing is more rewarding than helping my clients reach their goals and feel confident about their future.”

Angie grew up near Santa Cruz, California. She spends her time outside of work baking, cooking and enjoying time with her husband and two sons. She’s a Certified Public Accountant, Investment Advisor Representative, and former member of the Leadership Frisco Advisory Council and the Texas Society of CPAs.