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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Virtual appointments available

Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
Headshot
  • Financial Planner
LOCATION
14301 N 87th Street, Suite 205
Scottsdale, AZ 85260
United States
PHONE
EMAIL
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VISIT WEBSITE
Carol Bell, CFP<sup>®</sup>, MBA
Senior Wealth Advisor, Better Money Decisions
  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • College Savings
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

Carol specializes in helping clients understand their investments. She is not just a financial planner and investment manager but loves her role as a financial coach and cheerleader. “Money is such an emotional topic. I think of what I do every day as financial counseling more than just focusing on dollars and cents.”

Our recognized, holistic wealth management process allows us to partner with you as your complete financial advocate. Our team works in equal parts as your investment manager, financial planner, coach, and personal guide.
Investing can seem like a daunting task when your financial needs constantly change. Our team can help actively manage your investments and take advantage of each stage to maximize growth potential for you and your family.

  • Mom to two kids, a son and a daughter
  • I love to hike, take trips in our camper, and visit national parks
  • I'm an avid reader--always looking for new suggestions!
  • Certified Financial Planner (CFP)
  • MBA University of Phoenix
  • 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

  Virtual appointments available

  • Financial Planning
  • Financial/Money Coaching
  • IRA/Roth IRA
  • Legacy Planning
  • Money Mindsets
  • Socially Conscious Investing
  • Wealth Protection
  • Ages: Gen X, Millennials
  • Life Stage: New Job/Career, Marriage/Partnership, Second Home/Upgrade, Divorce, Retirement
  • Communities: Families with Specials Needs
  • Income Range: 100-250K, 250-500K, 500K-1M, 1M+
  • 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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