Purse Strings Approved Professionals

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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

FILTERS
SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available

Showing experts to help you with…

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

Displaying 51 - 59 of 59

Stacey Swanson

Wealth and Women

OVERVIEW OF SERVICES

  • Life Insurance

HOW I HELP WOMEN

Wealth & Women works with women individually to understand their needs and dreams. With our coaching program, you will focus on five key areas, but the most important one is addressed throughout the program: Money Mindset

Step one in our Money Confidence coaching focuses on Unpacking & Updating your money mindset so it aligns with your values, current desires and needs. If this step is ignored you will find it difficult to change your money habits, thoughts, and income and continue to stay where you're at both financially, and how you handle your money.

SPECIALTIES

  • Debt Elimination/Consolidation
  • Financial/Money Coaching
  • Money Mindsets

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

Tara Unverzagt

Financial Planner, South Bay Financial Partners

OVERVIEW OF SERVICES

  • Asset Management
  • Budgeting
  • Downsizing and Relocating
  • Investing
  • Tax Specialist

HOW I HELP WOMEN

I find women want to be heard by professionals. Women are the expert in their lives. It's not my job to give answers and advice. It's my job to listen.

It is my job to ask the questions so you can find your own best answers. It's my job to explain the options available and the consequences of the options. You know what the best option is for you.

I find that women sometimes need to know the options while other times they need someone to assist in organizing their thoughts. And sometimes they just need a partner to validate they are on the right path.

I love joining women's journeys and watching them bravely live their best lives. It's exciting to see dreams come true.

SPECIALTIES

  • Charitable Planning
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Financial/Money Coaching
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Special Needs Planning
  • Tax Mitigation
  • Tax Preparation
  • Trust Planning

LOCATION

Torrance, CA 90503
  • 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

Lindy Venustus, CFP®

Certified Financial Planner, CEO, Owner, Create Financial Planning

OVERVIEW OF SERVICES

  • Socially Responsible Investing

HOW I HELP WOMEN

We act as a behavior coach, mentor, hand holder, oh and Advisor formulating a plan for the future. Our goal is finding a place of comfort with your finances, and use the right tools to get you there. Working with women all over the U.S. via Zoom.

SPECIALTIES

  • Financial Planning

LOCATION

Bloomington, MN 55437
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Yes

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Gigi Verrey

Vice President, Wealth Management, GCG Financial

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Asset Management
  • Long-Term Care/Disability

HOW I HELP WOMEN

My mission is to understand you & your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We create a recipe, gather ingredients and monitor success.

SPECIALTIES

  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Philanthropy
  • Wealth Protection

LOCATION

Deerfield, Illinois 60015
  • IL

Vivian Villers

CEO/President, Sage Planning

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

HOW I HELP WOMEN

TBD

SPECIALTIES

  • Financial Planning
  • Special Needs Planning
  • Wealth Protection

LOCATION

Northbrook, IL 60062
  • IL

Vicki Vollweiler

College Financial Prep

OVERVIEW OF SERVICES

  • College Savings

HOW I HELP WOMEN

"As a divorced mom, I knew that I wanted to spend the least amount of money necessary to ensure, both, my son's success and happiness while allowing me to maintain my bank account and not go into debt. I know that we all want the absolute best for our children, especially, when preparing for college. The key is to be informed, strategic, and detail-oriented so that you can maximize savings on the cost of college."

LOCATION

New York 

Beth Wahlig

Director of Socially Responsible Investing & Private Wealth Advisor, MRA Advisory Group

OVERVIEW OF SERVICES

  • 401K Planning
  • Asset Management
  • Life Insurance
  • Long-Term Care/Disability
  • Socially Responsible Investing

HOW I HELP WOMEN

Beth’s practice has a special focus on educating and helping women and their families build a financially secure future. She has developed the Women & Wealth program that focuses on women’s lifestyle choices and achievable financial goals. Beth started this new product in 2020 after realizing that financial planning needs to revolve around each person’s lifestyle choices including professional aspirations, family needs, travel, volunteer work, hobbies, health, fitness, and philanthropy. Her mission is to understand the daily realities that woman face in terms of your financial needs, to find out what your dreams and goals are for the future, and to work together to create a financial plan!

SPECIALTIES

  • Financial Planning
  • Socially Conscious Investing

LOCATION

Parsippany, New Jersey/Pennsylvania 07054

Jing Wang

Founder & Financial Advisor, Altus Landing Consulting

OVERVIEW OF SERVICES

  • Annuities
  • College Savings
  • Infinite Banking Concept (IBC)
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

HOW I HELP WOMEN

We need to educate ourselves first. Don't fall into a sales pitch and make yourself the center of the orchestra. Build up a power teach and be the director to accumulate wealth, for you, your family and your legacy.

Women is strong and venerable at the same time. Education, learn, think out of the box and start doing. “The best time to plant a tree was 20 years ago. The second best time is now.” Start an action plan, TODAY!

SPECIALTIES

  • Financial Planning

LOCATION

Great Neck New York
  • CA
  • MN
  • NC
  • NJ
  • NY
  • SC
  • WI

Leslie West

Insurance and Financial Services Agent, Leslie West Ins Agency Inc.

OVERVIEW OF SERVICES

  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Auto insurance
  • College Savings
  • Disability insurance
  • Employee Benefits
  • Healthcare Insurance
  • Home insurance
  • Investing
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds
  • Post-Divorce Matters
  • Prenuptials/Postnuptials
  • Refinancing

HOW I HELP WOMEN

We are caring, compassionate, and committed to help Women improve!

SPECIALTIES

  • Business Insurance
  • Business Planning
  • Business Succession Planning
  • Collaborative Divorce Process
  • Commercial Insurance
  • Healthcare Insurance
  • Family Legacy Planning
  • IRA/Roth IRA
  • Legacy Planning
  • Mortgage

LOCATION

Rockford, Illinois 61108
  • IL
  • WI

Yes

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How does your current professional add up?

We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.

There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.

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