Angela L. Dietz

CDFA® Financial Advisor (717) 793-4800

Angela L. Dietz Specializes In:

  • Divorce Financial Analysis
  • Comprehensive Financial Planning
  • Investment Management/Planning
  • Business Retirement Planning
  • Multi-Generational/Estate Planning
  • Insurance Protection
  • Retirement Planning

York, PA


Associates Degree in Business Administration – York College in PA


FINRA Series 6, 7, 63, 65, SIE; Pennsylvania Life/Health & Variable Annuity License; Certified Divorce Financial Analyst (CDFA)


Angie is a life-long York resident, she joined Trusted Wealth Advisors in 2002 and transitioned to CWA in 2024. Her in-depth knowledge of the best ways to get things done is an invaluable asset to the firm, and her friendly nature makes everyone feel welcome. She enjoys working with clients and believes that making them feel comfortable and letting them know that as a financial advisor, she is here to answer their questions at any time which is very important for the client/advisor relationship.

Angie received her designation as a Certified Divorce Financial Analyst, helping clients navigate the many decisions they have to make at a difficult time in their lives. The goal of the CDFA is  to help the client reach a financially fair settlement that meets their needs and desired outcomes, as well as to demonstrate their financial stability now and in the future. Since no two situations are identical, Angie works closely with her clients throughout the process to model different scenarios which show the impact of the client’s decisions.

Angie actively serves the community and those in it. She is a member of the Institute for Divorce Financial Analysts (IDFA), the Divorce Alliance Association, and the American Bar Association. Additionally, she is an active member of the Women’s Network of York and serves on the board as the Program Director.

Outside of the financial advisement realm, Angie finds immense joy as a mom to her two children – Victoria, a resident of Florida, and Izaac, an active member of the U.S. Air Force. Angie cherishes moments spent with her family, close-knit circle of girlfriends, and with her significant other Gordon. One of Angie’s favorite places to unwind is at the family riverfront property on the Susquehanna River where she grew up. In her down time, you can catch Angie traveling, reading, and enjoying a game of golf.

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