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...


Getting a Divorce

Home Ownership

Having Kids

Getting Married


Financial Planning

Planning a Budget

Managing Debt

Beginning Investing


Starting a Business

Business Financials

Business Taxes

Selling a Business


Estate Planning

Planning Retirement

Social Security


Virtual appointments available

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Virtual appointments available
Virtual appointments available
  • Financial Planner
4660 La Jolla Village Drive
San Diego, California 92122
United States
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Matthew Barnhart
Financial Planner, Concierge Wealth Management & Insurance Solutions
  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • College Savings
  • Life Insurance
  • Long-Term Care/Disability
  • Mutual Funds

70% of all family succession plans fail within one generation*. The Successor generation involuntarily loses control of the assets before passing to the Legacy generation for 1 of 4 reasons. (*Source: Build Your Family Bank, Emily Griffiths-Hamilton, Sub source: The Williams Group)
The Family Legacy Program works to help women:
• have more fun with their kids/grandkids
• have better, deeper, more meaningful conversations with their families
• leave a significant legacy, beyond the money
• develop and implement strategies to help their family work better together as a family unit

We help you live the lifestyle you desire, by creating financial strategies which align with your passions, values & vision.
Our Family Legacy Program:
Through the definition of your family’s values, the sharing of your stories and the communication around it all, we work with you to build a more complete Legacy for yourself and future generations.
Our Lifestyle Practice:
When you close your eyes & envision your future – what does it look like? You have/had a vision, maybe a passion for doing something one day, the lifestyle you want/wanted to live. If your current lifestyle isn’t aligning with the vision of that fulfilling life, we help get those things into alignment.

  • Whitworth University
  • University of Washington
  • AZ
  • CA
  • CO
  • DE
  • HI
  • MD
  • MO
  • MT
  • NV
  • NY
  • OR
  • TN
  • UT
  • WA

  Virtual appointments available

  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
  • 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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