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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Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
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  • Financial Planner
LOCATION
1055 Westlakes Drive, Suite 300
Berwyn, Pennsylvania 19312
United States
PHONE
EMAIL
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Stephanie McCullough
Founder & Financial Planner, Sofia Financial
  • Asset Management
  • Long-Term Care/Disability

Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money decision-making. I help professional women reduce financial stress by aligning their money story with their deepest-held values. I am a non-judgmental financial advisor. My team and I work hard to create a safe space to have the intimate conversations necessary. Since money touches all the most important parts of our lives, we have to talk about it all before we can decide what you should do with your dollars.

Financial Planning for professional women 45+. GenX and Boomer women who want to be sure they're being smart with their money are my people!

My clients are facing a financial future on their own, and often get stuck in their own heads when facing money choices. Through non-judgmental, holistic collaboration, we become their true partner in decision-making. We offer investment management and life/disability and long-term care insurance if and when needed. But there are no "minimums" and we do not push products.

Named one of Investopedia's Top 100 Advisors of 2021.
Check out my podcast Take Back Retirement (https://takebackretirement.com/)

  • Series 65
  • Behavioral Finance
  • Duke University
  • The Johns Hopkins University - School of Advanced International Studies
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  Virtual appointments available

  • Financial Planning
  • Financial/Money Coaching
  • Money Mindsets
  • English
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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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