Florida

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Financial Advisor 8
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Financial Planner 7
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Divorce Financial Analyst 3
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Tax Specialist 2
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Money / Financial Coach 1
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Life Insurance Specialist 1
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Insurance Planning Specialist 1
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Divorce Lending Professional 1
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Jeffrey A. Landers CDFA CDLP
Divorce Lending Professional Insurance Planning Specialist Life Insurance Specialist
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Jeffrey A. Landers, CDFA®, CDLP®

Chief Executive Officer, Hello Monthly Income, LLC
OVERVIEW OF SERVICES
Annuities, Disability insurance, Divorce Mortgage Planning, Life Insurance, Post-Divorce Matters, Refinancing
WHY I LOVE WORKING WITH WOMEN
Here are some of the reasons I love working with women: Women are statistically more likely to be the recipients of alimony and child support, Read more...
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
  • Divorce Financials
  • Divorce Mortgage Planning
  • Mortgage
  • Spousal and Child Support
LOCATION
West Palm Beach
West Palm Beach
Florida
33401
United States
SERVING:
All 50 States
Virtual Appointments Available
IMG 3805
Financial Advisor Financial Planner Tax Specialist
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Otto Rivera, CFP®, EA

Cross-Border Financial Planner, Mindful Wealth Planning
OVERVIEW OF SERVICES
Asset Management, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I enjoy working with women through honest, thoughtful conversations that connect money to the life they want to build. Financial planning is about more than Read more...
FINRA's BrokerCheck
SPECIALTIES.
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
Orlando
Orlando
Florida
34771
United States
SERVING:
All 50 States
Virtual Appointments Available
Michelle Engle
Financial Advisor Financial Planner
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Michelle Engle, CFP®, CRPC™, M.Ed.

Financial Advisor, Lincoln Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, 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
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
780 94th Avenue N. #107
Saint Petersburg
Florida
33702
United States
SERVING:
FL,MA,NC,NJ,NY,OH,TX,VA
Virtual Appointments Available
Alexis cole
Tax Specialist
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Alexis Cole, CFP®

Chief Momentum Officer, Catalyst Tax Insights
OVERVIEW OF SERVICES
Budgeting, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I'm especially passionate about helping women approach financial decisions with confidence, clarity, and ownership. Throughout my experience as a financial advisor, I’ve seen how often 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.
  • Daily Money Management
  • IRA
  • Mortgage
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
4618 12th Avenue North
Saint Petersburg
Florida
33713
United States
SERVING:
All 50 States
Virtual Appointments Available
Craig Richman001
Divorce Financial Analyst Financial Advisor Money / Financial Coach
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Craig Richman, CLU®, ChFC®, AIFA®, CDFA®, RYT®200

Private Wealth Advisor for Women, Richman Capital Management.
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Divorce Financial Neutral, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I started working with women as a teenager selling charm bracelet charms at my family’s jewelry store. This was my first experience to become very 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
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
North Blue Springs Drive
Parkland
Florida
33067
United States
SERVING:
CA,AZ,CO,CT,FL,GA,IL,MD,ME,NC,NJ,OK,TN,WA
Virtual Appointments Available
Peter Seriano 2023
Divorce Financial Analyst Financial Advisor Financial Planner
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Peter Seriano CFP®, CDFA®

Senior Financial Planner, ProVise Management Group, LLC
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, Estate Plans, Healthy Money Conversations, Investing, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
611 Druid Road East, Suite 105
Clearwater
Florida
33756
United States
SERVING:
All 50 States
Virtual Appointments Available
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