Pennsylvania

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Financial Planner 6
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Financial Advisor 4
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Money / Financial Coach 1
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Divorce Financial Analyst 1
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Erich Yost CFA
Financial Planner
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Erich Yost, CFA

Lead Advisor, Junto Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care, Tax Specialist
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.
  • Caregiver Assistance Planning
  • Charitable Planning
  • Family Money Dynamics
  • Financial Planning
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Trust Planning
  • Wealth Preservation
LOCATION
3803 West Chester Pike, Suite 110, PMB #2
Newtown Square
Pennsylvania
19063
United States
SERVING:
All 50 States
Virtual Appointments Available
Amanda studio headshot 17 Cropped
Financial Advisor Financial Planner
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Amanda Diaz, CFP®

LPL Financial Advisor, Advisory Services Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I love empowering women with the education and resources they need to support a life that is meaningful to them. Especially in an industry that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC, sipc.org. Purse Strings is not a client of this financial professional Read more...
SPECIALTIES.
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2137 Embassy Drive, Suite 115
East Hempfield Township
Pennsylvania
17603
United States
SERVING:
FL,MA,NJ,PA,SC
Virtual Appointments Available
Kathryn Gioia
Attorney
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Kathryn Gioia

Legacy Planning Attorney, Bowles Rice LLC
OVERVIEW OF SERVICES
Estate Plans
WHY I LOVE WORKING WITH WOMEN
I love working with women clients because they bring focus, resilience & care for family. I’m honored to help translate that into concrete legal plans Read more...
COMPLIANCE DISCLAIMER
Material contained on this page is provided as informational and not legal advice. No person should act or rely upon the information contained in this Read more...
SPECIALTIES.
  • Probate Administration
  • Special Needs Planning
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1800 Main Street, Suite 200
Canonsburg
Pennsylvania
15317
United States
SERVING:
PA,WV
Virtual Appointments Available
Nicole Carson
Financial Advisor Financial Planner
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Nicole C. Carson, CFP®, MBA

Founder and Financial Planner, 2nd Story Wealth Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Mutual Funds
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.
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
600 W Germantown Avenue
Philadelphia
Pennsylvania
19122
United States
SERVING:
All 50 States
Virtual Appointments Available
Reddy Heffner Kelly Headshot 1
Divorce Financial Analyst Financial Advisor Financial Planner
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Kelly Reddy-Heffner, CFPⓇ, CDFAⓇ, CSLPⓇ, CFT™, MBA

Owner & Financial Planner, Steel City Wealth Collaborative
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Financial Therapy, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Inspired by my amazing mom who raised myself and my brother after divorce while working full time, I am deeply committed to the financial success 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
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Mediation
  • Personal Cash Flow Analysis
  • Retirement planning
  • Student Loan Management
LOCATION
Pittsburgh
Pittsburgh
Pennsylvania
15212
United States
SERVING:
All 50 States
Virtual Appointments Available
Lindsey Ciarroca
Financial Advisor Money / Financial Coach Financial Planner
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Lindsey Ciarrocca, YNAB Certified Coach, Certified Money Coach®, Financial Planner

YNAB Certified Coach, Certified Money Coach®, Financial Planner, The Exuberant Elephant
OVERVIEW OF SERVICES
Budgeting
WHY I LOVE WORKING WITH WOMEN
Money in the hands of women will have ripple effects across generations. I love helping women take control of their finances and be empowered by Read more...
SPECIALTIES.
  • Behavior Coach
  • Business Financials
  • Debt Elimination
  • Daily Money Management
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Growth Coaching
  • Wealth Preservation
LOCATION
Carlisle
Carlisle
Pennsylvania
17013
United States
SERVING:
All 50 States
Virtual Appointments Available
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