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1644183531049
Financial Planner
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Max Pashman

Financial Planner & Founder, Pashman Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Crypto Investing, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Estate Plans, Home insurance, Investing, Life Insurance, Mutual Funds, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
As a member of Women in Sales, I've seen first hand the stories and experiences of what women have had to encounter in the workforce. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in the State of California, Utah, and in other jurisdictions where exempted.  Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Growth
  • Business Planning
  • Debt Elimination
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Los Angeles
Los Angeles
California
90024
United States
SERVING:
All 50 States
Virtual Appointments Available
Ellen Field KW Photo
Financial Advisor and Real Estate
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Ellen Field

Financial Advisor, Cambridge Investment Research
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Downsizing and Relocating, Investing
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Branch office, 4695 MacArthur Court, Ste 480, Newport Beach, CA 92660. Securities offered through Cambridge Investment Research Inc., member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
LOCATION
1747 Alamos Ave
Clovis
California
93611
United States
SERVING:
CA
Virtual Appointments Available
Ed coambs
Financial Planner
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Ed Coambs, CFP®, LMFT, CFT-I™

Therapy Informed Financial Planner, Health Love and Money
OVERVIEW OF SERVICES
401K Planning, 529 Plans
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
  • Legacy Planning
  • Money Mindsets
LOCATION
Easy St
Los Angeles
California
90042
United States
SERVING:
All 50 States
Virtual Appointments Available
Stephen Grochol
Financial Planner
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Stephen Grochol

LPL Financial Advisor, SageCrest Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Stephen Grochol is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Read more...
SPECIALTIES.
  • Business Financials
  • Business Succession Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LOCATION
1510 Fashion Island Blvd
San Mateo
California
94404
United States
Virtual Appointments Available
Erly Cornejo
Financial Advisor
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Erly Cornejo

Financial Advisor, Edward Jones
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
MY INSPIRATION My grandmother did the unimaginable when forced to migrate to the U.S while temporarily leaving her family due to turmoil in her home 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.
  • Divorce Financials
  • Financial Planning
  • Retirement planning
  • Wealth Protection
LOCATION
2697 Victor Ave suite a
Redding
California
96002
United States
Virtual Appointments Available
Erin Redmond Purse Strings
Financial Advisor
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Erin Redmond

Partner/Financial Advisor, Ford Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Since my mother, Carole Ford, began our financial advising firm in 1992, we have primarily focused on women's needs. Women live longer than men and, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ford Financial Group, a registered investment advisor and separate entity from LPL Financial. Purse Read more...
SPECIALTIES.
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Managing
  • Money Mindsets
  • Retirement planning
  • Wealth Preservation
LOCATION
5260 N Palm Ave suite 221
Fresno
California
93704
United States
SERVING:
CA,FL,MN,NY,OR,PA,TN
Virtual Appointments Available
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