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Kelly Arias
Financial Advisor
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Kelly Stiefel Arias

President and Financial Advisor, Alegria Wealth, LLC
OVERVIEW OF SERVICES
529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
As a proud GenX'er I have witnessed in my lifetime a broad, sweeping change in the roles of women in education, business, and society at Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and Advisory Services offered through Cetera Advisors, LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Alegria Wealth, LLC is under separate ownership from Read more...
SPECIALTIES.
  • Financial Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
10955 Lowell Ave., Suite 200
Overland Park
Kansas
66210
United States
SERVING:
AR,FL,IA,KS,MO
Virtual Appointments Available
Felicia Corbett
Financial Planner
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Felicia Corbett, CEPA

Owner and Financial Planner, Corbett Capital
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Financials
  • Business Planning
  • Business Succession Planning
  • Business Valuation
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
2131 Palomar Airport Rd
Carlsbad
California
92011
United States
SERVING:
CA,AL,AZ,GA,NV,UT
Virtual Appointments Available
Shawn Lorenzen
Financial Advisor
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Shawn Lorenzen

Investment Representative, Cetera Investors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Disability insurance, Investing, Life Insurance, Long-Term Care
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
LOCATION
1121 N 102nd Ct suite 202
Omaha
Nebraska
68114
United States
SERVING:
NE
Virtual Appointments Available
Christopher Lazzaro
Financial Advisor and Financial Planner
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Christopher Lazzaro, ChFC®

Founder and President, Plan For It Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Auto insurance, Budgeting, College Savings, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Home insurance, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
Women are eager for financial education, learning about long-term planning, and other issues specific to their life stage. For far too long, women have not Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • Money Mindsets
  • Retirement planning
  • Wealth Preservation
LOCATION
Swampscott
Swampscott
Massachusetts
01907
United States
SERVING:
All 50 States
Virtual Appointments Available
Noel Ramos
Financial Advisor
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Noel Ramos

Registered Representative, Capital Choice Financial Group
SPECIALTIES.
  • Debt Elimination
  • Financial Planning
LOCATION
Grayson
Grayson
Georgia
30017
United States
SERVING:
GA
Virtual Appointments Available
Tarie Zimmerman
Financial Advisor
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Tarie Zimmerman, CRPC

Financial Advisor, Alpha 3 Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Life Insurance, Long-Term Care
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • Retirement planning
LOCATION
162 E Hayden Ave
Hayden
Idaho
83835
United States
SERVING:
CA,AZ,FL,ID,NE,TX,WA
Virtual Appointments Available
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