ANGELINA CARLETON LEGACY PLANNING
9190 West Olympic Blvd. #368
Beverly Hills, CA 90212 USA
Cell: +1 (310) 433-1051
Cross regret off your list. Design your holistic legacy.Â
At Legacy Planning©, we work with accomplished entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting significance.Â
Our bespoke coaching and advisory practice helps you clarify what truly matters—beyond balance sheets and business exits. We guide you in aligning your values, wealth, relationships, and impact into a living legacy you can lead with confidence today and pass on with purpose for tomorrow.
Whether you're navigating a personal transition, succession planning, or seeking deeper meaning with your financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others?Â
Because legacy isn’t what you leave behind—It’s how you show up now.
ANGELINA CARLETON - FOUNDER
I am the founder of Legacy Planning©, and a personal coach and advisor dedicated to helping successful individuals turn their life’s work into meaningful, multi-generational impact. With my education from Penn State University (Class of 2000) and the Co-Active Training Institute, I have held 1,000+ virtual sessions as well as retreats. My articles are published in Wealth Management, Women in Family Business as well as in Alliance Magazine (a philanthropy blog) and I host a top 5% podcast on the subject of legacy planning with over 235+ episodes. I empower clients to live—and lead—their legacy with clarity and intention.