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Angie Shay

Founder and President

Angie possesses a servant’s heart. She has always stood up and stood out as a leader who cares about others. God has given her an ability to take complex solutions and deliver them to clients in an empowering way. That very same gift has Angie speaking, many times, throughout the year to groups of other advisors. Relevance matters to her and she pursues opportunities across the country to be on top of her game in the areas of retirement and business planning. Angie is determined, dependable, steady and strives to be pure in heart. Transparency and open communication are what attracts most people to her. These characteristics make her trustworthy. Each day is submitted in prayer. Each client plan and appointment are submitted in prayer.

Professional Designations

Angie’s designations include:

  • Chartered Life Underwriter® (CLU®)

    • The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence.

  • Chartered Financial Consultant® (ChFC®)

    • Comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies, the goal of the ChFC® curriculum is to help consultants gain a significant advantage and help their clients meet their goals.

  • Retirement Income Certified Professional® (RICP®)

    • This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. RICP® enables the advisor to demonstrate tremendous value by delivering smart strategies for creating secure, sustainable income for a client's retirement.

  • Life Underwriter Training Council Fellow® (LUTCF®)

    • In receiving the LUTCF designation, the advisor has mastered the fundamentals of risk management and life insurance, insurance and investment products, and risk management applications.

The descriptions of the professional designations on this page was sourced from the American College and from The National Association of Insurance & Financial Advisors (NAIFA)

Career Milestones

Angie has been honored with high-profile awards and recognitions:

  • Named as one of Forbes' Best-in-State Top Financial Security Professionals for 2023

  • Mentoring in Christ

  • Formal Mentor in the industry

  • Monthly magazine contributor to the "Richmond Family Magazine" financial series.

  • Contributing writer with Sheila Eby, “The New Face of Forty: Life in Transition.”

  • Profiled in “Magnificent Masters in Financial Services: Amazing Women - Sensational Stories,” a book by Ginger Cockerham and Diane Dixon.

  • Profiled in "Forty Things to Do When You Turn Forty," a book by Ronnie Sellers.

  • Agent of the Year at New York Life Richmond General Office in 2005 and 2007, the first woman in the Richmond office to receive this honor.

  • Million Dollar Round Table (MDRT) Life and Qualifying Member - MDRT is recognized globally as the standard of excellence in life insurance sales in the insurance and financial services industry.

  • Invitation to Ring the New York Stock Exchange Bell, an international symbol of lifetime achievement.

  • Elected to New York Life’s Agents Advisory Council (AAC) in 2024.

Community Support

Angie is proud to give back to her profession and community.

  • Founder and actively involved with Fearless Ministries. Angie helped found this ministry in 2020, in the midst of the pandemic, with the mission of bringing women together to learn how to live fearlessly in their faith.

  • Active member of Polish Christian Ministries

  • Involved with College Ministries of Virginia

  • Active member of Virginia Military Institute's (VMI) Moms and Prayer group, where she prays over the freshmen (affectionately called "rats") and their families.

  • National President (2013-14) and board member for Women In Financial Services (WIFS), the only national organization exclusively devoted to the success of women in the insurance and financial services fields.

  • Actively involved at Fairmount Christian Church in a variety of roles.

Angie's Personal Bio

11

Miles most ever run

365

I would like to be
at the beach

2

Things per week that make me uncomfortable

7

Most animals owned
at one time

Angie has a daughter Ainsley whom she is prouder of than anything in her life. She loves water and anything to do with it. Dedicated to The HILL Ladies and their pursuit of Christ.

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Disclosure

Angelia Shay is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, DC, FL, GA, MA, MD, MT, NC, NJ, OH, PA, SC, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Angelia Shay is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 9104 Officer Ln, Ashland, VA, 23005, 804-935-5318. In this regard, this communication is strictly intended for individuals residing in the states of DC, FL, GA, MA, MD, MT, NC, PA, SC, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Angelia Shay is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DC, FL, GA, MA, MD, MT, NC, PA, SC, TX, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Angelia Shay is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

The Path Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither The Path Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

Our Location

9104 Officer Ln

Ashland, VA 23005

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Get in Touch

(804) 935-5318
(804) 616-3084
angie@THEPATHFinancial.com
  • WHO WE ARE
    • Our Founder
    • Our Team
    • Our Resources
    • Core Philosophies
    • Press & Media
  • WHAT WE DO
    • Planning Solutions
    • Investment Management
    • Personal Solutions
    • Business Solutions
  • HOW WE DO IT
    • Situational-Based Planning Process
    • Holistic Planning Process
    • Your Role
  • CLIENT EDUCATION
    • Video Library
    • Newsletters
    • Helpful Links
    • Guideposts
  • CONTACT US
  • CLIENT LOGIN

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