Purse Strings Approved Professionals

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What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

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SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
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Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available

Displaying 51 - 75 of 86

Sue McQueen

Financial Advisor, PFS Investments

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Budgeting
  • College Savings
  • Employee 401K Programs
  • Life Insurance
  • Mutual Funds
  • Socially Responsible Investing

HOW I HELP WOMEN

I enjoy working with women who have gone through a life transition to help them navigate any financial challenges they may face. Having been divorced, and a single parent, I can relate to and understand what many of my clients have gone through. I work with a number of women who have had similar life experiences, and I am honored to be able to help them! Women think about - and relate to - money differently than men, and many of my clients have said they are thrilled to be able to work with a female advisor for that reason. I am passionate about teaching people how money works and show them how to use that knowledge so they are better able to make financial decisions.

SPECIALTIES

  • Financial Planning
  • Financial/Money Coaching
  • IRA/Roth IRA
  • Managing/Rebuilding Credit
  • Medicare/Medicaid Expertise
  • Money Mindsets
  • Socially Conscious Investing
  • Wealth Protection

LOCATION

Cumming, GA 30041
  • CA
  • CO
  • FL
  • GA
  • IL
  • LA
  • TN
  • TX

Yes

Brittany Melville

Director, Marketing & Sales, Next Generation Trust Company

OVERVIEW OF SERVICES

  • Asset Management
  • College Savings
  • Socially Responsible Investing

HOW I HELP WOMEN

I empower female investors by educating them about the unique benefits of using self-directed IRAs for retirement planning. I share this knowledge to help women see their own investing potential, feel confident in their decisions, and achieve financial freedom. As a boutique, women-owned firm, Next Generation’s personalized service ensures our clients receive the best possible experience, with prompt responses to their questions and the ability to reach a live person upon calling. Customer service is at the forefront of everything we do.

SPECIALTIES

  • Financial Planning
  • Financial/Money Coaching
  • IRA/Roth IRA
  • Self Directed IRA
  • Socially Conscious Investing

LOCATION

Roseland, New Jersey 07068
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Corrie Michell

Director of Education and Outreach, Adaptation Financial

HOW I HELP WOMEN

SPECIALTIES

  • Financial Planning

LOCATION

Aledo, Texas 76008

Lyndsey Monahan

WealthWave

HOW I HELP WOMEN

Empowering women through personal finance is a true passion for Lyndsey. She was raised by a single mom in central Illinois and understands the lack of financial education and financial literacy had a significant impact on her upbringing. Her goal is to help teach as many women as possible the key concepts and strategies to generate, save, spend, manage, invest, and transfer wealth.

LOCATION

Plano, Texas 75074

Cherie Morris, J.D. , CDC

Conflict Coach for Individuals and Couples, Dear Divorce Coach

OVERVIEW OF SERVICES

  • Divorce Law
  • Family Law
  • Post-Divorce Matters

HOW I HELP WOMEN

I know we are empowered as women when we create our own values and align our actions with those values. I coach women to de-escalate conflict so they may not just live but thrive in whatever their next stage may be. Taking care of ourselves means we are ready to take care of our children too. I will walk right by your side, step by step, to live the life you want to live to take good care of yourself and your children!

SPECIALTIES

  • Collaborative Divorce Process
  • Complex Custody Matters
  • Divorce
  • Divorce Financials
  • Financial/Money Coaching
  • Litigation Support
  • Mediation
  • Money Mindsets
  • Spousal and Child Support

LOCATION

Chevy Chase, MD 20815
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Allison O'Brien

Financial Advisor, UBS

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Mutual Funds

HOW I HELP WOMEN

SPECIALTIES

  • Financial Planning

LOCATION

  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IA
  • IL
  • KY
  • LA
  • MA
  • MI
  • MN
  • MO
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • VT
  • WA

William Pitney, MBA, CFP®, CeFT®, CLU®

President, Financial Coach, Certified Financial Planner, FocusYOU

OVERVIEW OF SERVICES

  • Life Insurance
  • Long-Term Care/Disability

HOW I HELP WOMEN

William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner after witnessing the devastating effects that poor counsel had on his mother-in-law following the death of her husband. She lost her home, savings and sense of financial independence. He is deeply committed and works diligently to ensure others never faced the same fate.

SPECIALTIES

  • Family Legacy Planning
  • Financial Planning
  • Financial/Money Coaching
  • Legacy Planning
  • Managing/Rebuilding Credit
  • Money Mindsets
  • Personal Tax Planning

LOCATION

San Mateo, California 94402
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Deb Purcell

Anew Path Financial

HOW I HELP WOMEN

Drawing on her own life experiences, Deb is especially passionate about helping women in transition and families with children who have special needs find confidence, clarity and peace when planning for their futures.

LOCATION

Ann Arbor, Michigan 48104

Cameo Roberson

Founder and Owner, Atlas Park Consulting

HOW I HELP WOMEN

I enjoy working with women because women drive innovation.

Our perspectives, skills and experiences solve problems in new and creative ways.

*Statistics from the American Express, 2019 State Of Women Owned Business Report shares that;

• More than 11.6 million firms are owned by women.
• They generate $1.7 trillion in sales and employ nearly 9 million people.
• 5.4 million firms are majority-owned by women of color in the US.

I’m proud that Atlas Park is one of these firms! When I can contribute to another woman’s success, we can WIN together!

SPECIALTIES

  • Business Coaching
  • Business Financials
  • Business Growth

LOCATION

Union City, California 94587
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Steven Saladino

Financial Advisor, Principal Financial Group

OVERVIEW OF SERVICES

  • Asset Management

HOW I HELP WOMEN

Our team provides a safe and inviting environment for women ready to learn and grow financially.
Our holistic planning process is confidential and educational with personal and understandable solutions designed to mirror what we hear as important to our clients, their goals needs and objectives.

SPECIALTIES

  • Financial Planning

LOCATION

Tampa, Florida 33607
  • AZ
  • CA
  • CO
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MI
  • MN
  • MT
  • ND
  • NE
  • NM
  • NV
  • NY
  • OH
  • PA
  • SD
  • TN
  • UT
  • WY

Caitlyn Salloum, CFP®, AAMS®

Founder and Wealth Advisor, Key Wealth Management

HOW I HELP WOMEN

Beyond Caitlyn’s passion for the industry, she values the relationships that are developed through the financial planning process. As a CFP®, she is thorough when establishing and maintaining relationships with clients to ensure each aspect of their life is addressed in a comprehensive plan. She believes it’s imperative to utilize the expertise of others to get the best results possible. Therefore, her team will regularly enlist the knowledge of other trusted professionals such as attorneys, CPAs, real estate agents, and budget specialists to provide necessary guidance for clients based on their unique situations.

SPECIALTIES

  • Family Legacy Planning
  • Financial Planning

LOCATION

Scottsdale, AZ 85258
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Dawn Santoriello, CFP®

President, DS Financial Strategies

HOW I HELP WOMEN

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

SPECIALTIES

  • Financial Planning

LOCATION

King of Prussia, Pennsylvania 19406

Aleta C. Saunders

Associate Broker, PalmerHouse Properties

HOW I HELP WOMEN

My approach to real estate can be summarized in one word: Passion. Being a single mother I recognized early on that you need a village to support you through life's journey. I was also raised by two very strong women, my mother and grandmother who bought and paid for 2 homes on a servant's salary. They helped me to recognize a woman is capable of achieving great things with support and guidance. My passion stems from this and is why I am adamant about serving, supporting and protecting women in one of the most important investments they will make in a lifetime. I am here to listen, guide and educate them through the real estate process.

LOCATION

Atlanta, GA 30309
  • GA

Amber Saunders, Esq.

Naoulo & Saunders, P.C.

OVERVIEW OF SERVICES

  • Business Law
  • Family Law
  • Property law

HOW I HELP WOMEN

Our firm caters to entrepreneurs and business owners who want to protect both their businesses and their families, without the hassle of handling complicated paperwork or taking valuable time away from what they do best.

SPECIALTIES

  • Family Legacy Planning

LOCATION

Atlanta, Georgia 30328
  • GA

Dustin Schaff

Branch Manager & Senior Mortgage Advisor, The Schaff Group

HOW I HELP WOMEN

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SPECIALTIES

  • Lending Programs

LOCATION

Oakbrook Terrace, Illinois 600181
  • IL

Michelle Schroeder

Licensed Real Estate Broker and REALTOR, Berkshire Hathaway HomeServices | Chicago

HOW I HELP WOMEN

I am very flexible when it comes to scheduling - weeknights and weekends are no problem for me! Women supporting women is definitely one of my mantras!

LOCATION

Chicago, Illinois 60614
  • IL
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Cathy Selig, CLTC®

Financial Strategist, Fearless Retirement Solutions

OVERVIEW OF SERVICES

  • Long-Term Care/Disability

HOW I HELP WOMEN

A woman's role in the household is often greatly under-appreciated. Whether an income-provider for the family, a caretaker aging parents, a stay-at-home parent, flying solo, or any and all of the above, the economic value we provide is critical. Your contributions, needs, and concerns should not be overlooked and your financial future deserves to be protected. I help women take control of their knowledge and actions in their finances and their role in the finances of themselves and their familes well-being.

SPECIALTIES

  • Medicare/Medicaid Expertise

LOCATION

Chicago, IL 60625
  • FL
  • IL
  • MI
  • WA
  • WI

Samantha Sennett, CFP®

AmeriFlex Financial Services

HOW I HELP WOMEN

I help women by listening deeply so I can truly understand your challenges, goals and concerns. I've been through many life transitions personally, so I empathize with how disorienting these times can feel. I am a down-to-earth financial advisor who guides my clients in their money decisions as if they were family. I treat everyone equally because I truly love to help my clients feel cared for and organized.

LOCATION

Santa Barbara, CA 93109

Matthew Shanlian

Great Lakes Division President, Primary Residential Mortgage Inc.

HOW I HELP WOMEN

I have always believed in working with the underserved markets in my industry. Our greatest value is to support our partners through education and lending support. Homeownership is one of the key pillars to the progress of women and their financial freedom. We want to be a catalyst for change in that area and focus on building great relationships that help individuals grow financially and intellectually! Whether it is buying a first home, down-sizing, or working through what to do with the home in the event of a divorce, I have experience working with clients in these situations.

SPECIALTIES

  • Lending Programs

LOCATION

Wooster, OH 44691

Rhonda Sherwin

Shor Financial Wellness

HOW I HELP WOMEN

The role of the financial coach is to provide a safe place to facilitate conversation where we are more listeners than talkers. We ask good probing questions which help individuals figure out what they want to do.
We are the place where, in discussion, clients will not only re-discover their own true motivation for re-building their lives, but also map their own steps.
They need someone to listen, not judge, to ask questions to draw them out, to be there while they are sorting out their worries, fears, and discouragement about what to do next.
Sessions are confidential, unbiased, and non-judgmental. As coaches, we provide information but do not recommend or sell any products or services.

SPECIALTIES

  • Debt Elimination/Consolidation
  • Financial/Money Coaching
  • Managing/Rebuilding Credit

LOCATION

  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

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Roger Silvera, LUTCF® FSCP®

Agent, New York Life Insurance Company, Financial Services Professional

OVERVIEW OF SERVICES

  • 529 Plans
  • Annuities
  • Employee Benefits
  • Long-Term Care/Disability
  • Mutual Funds

HOW I HELP WOMEN

I assist women in helping them to accomplish several goals:

1. Helping gain clarity over their financial goals and objectives through a process that encourages women to share what is truly important to them.
2. I help to protect your most important aspects of your life : income, assets, and current/future lifestyle.
3. I assist you with preparing for the succession of your business and also providing high quality benefits to your employees so you can gain the most productivity from them and thereby, affecting your bottom line in the most positive fashion.

SPECIALTIES

  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning

LOCATION

Tampa, Florida 33647
  • CA
  • FL
  • IL
  • MO
  • NC
  • NJ
  • PA
  • TN
  • TX

Sibyl Slade

Financial Advisor, LifePlan Financial Advisors

OVERVIEW OF SERVICES

HOW I HELP WOMEN

Here's what you can expect from me as your personal wealth strategist:

• Someone who listens without judging
• Someone who makes financial concepts simple and understandable
• Coaching to achieve your goals
• Monitoring your progress - financial and non-financial

SPECIALTIES

  • Business Financials
  • Financial Planning
  • Personal Tax Planning

LOCATION

Atlanta, Georgia 30305
  • GA
  • TX

Larry Sprung, CFP®

Founder and Wealth Advisor, Mitlin Financial Inc

OVERVIEW OF SERVICES

  • Asset Management
  • Estate Plans

HOW I HELP WOMEN

SPECIALTIES

  • Financial Planning

LOCATION

Hauppauge, New York 11788
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Amber Stitt

Financial Consultant and Business Strategist, The Amber Stitt Blog

OVERVIEW OF SERVICES

  • Life Insurance
  • Long-Term Care/Disability

HOW I HELP WOMEN

I love helping women succeed with their financial wellness and risk management. Females tend to take on so many responsibilities, whether they are compensated or not. Being able to help them streamline processes by providing education, tools and resources that allows for them to enjoy their family, friends and roles they take on brings me joy.

SPECIALTIES

  • Business Coaching
  • Business Financials
  • Business Growth
  • Executive Compensation Packages
  • Financial Planning
  • Financial/Money Coaching
  • Money Mindsets
  • Personal Growth Coaching
  • Small Business Tax
  • Wealth Protection

LOCATION

CAVE CREEK, Arizona 85331
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

Amber Stitt, ACP, ChFC®, GALLUP®

Founder, The Amber Stitt Blog

OVERVIEW OF SERVICES

  • Life Insurance
  • Long-Term Care/Disability

HOW I HELP WOMEN

TBD

SPECIALTIES

  • Wealth Protection

LOCATION

Mesa, Arizona 22222
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

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