Purse Strings Approved Professionals

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Richard Babjak Purse Strings
Financial Advisor
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Richard Babjak, ChFC, CLU,CFS,RFC

Co-Founder Midway Venture Partners, Midway Venture Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Mutual Funds, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
While the work we do impacts a variety of individuals and families, my focus is on helping business owners and executives sort out the complexities 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.
  • Sales Coaching
LOCATION
1650 N Arlington Heights Rd
Arlington Heights
Illinois
60004
United States
SERVING:
IL
Virtual Appointments Available
Pam Friedman Purse Strings
Certified Divorce Financial Analyst and Financial Planner
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Pam Friedman, CFP®, CDFA®

Managing Director and Principal, Robertson Stephens
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Divorce Law, Investing, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
COMPLIANCE DISCLAIMER
Pam Friedman offers investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Divorce Financials
  • Financial Planning
LOCATION
1308 Navasota St
Austin
Texas
78702
United States
SERVING:
All 50 States
Virtual Appointments Available
Jamie Raskulinecz CPM
Financial Advisor
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Jaime Raskulinecz, CPM

Founder and CEO, Next Generation Trust Company
OVERVIEW OF SERVICES
Investing
WHY I LOVE WORKING WITH WOMEN
Jaime strives to empower clients with the knowledge needed to proactively shape their financial future and is a frequent speaker on non-traditional investments within retirement Read more...
SPECIALTIES.
  • Self Directed IRA
LOCATION
75 Livingston Ave
Roseland
New Jersey
07068
United States
SERVING:
All 50 States
Virtual Appointments Available
Heather Holjevac headshot v1
Financial Planner
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Heather Holjevac

Financial Planner, Holjevac Financial Group
OVERVIEW OF SERVICES
Estate Plans
WHY I LOVE WORKING WITH WOMEN
Heather has a passion of educating a diverse set of individuals, improving financial literacy and empowering women to achieve financial independence, as well as providing Read more...
COMPLIANCE DISCLAIMER
The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating Read more...
SPECIALTIES.
  • Divorce
  • Financial Planning
  • Social Security Specialist
  • Tax Mitigation
LOCATION
60 Bristol Rd E #436
Mississauga
Ontario
L4Z 3K8
Canada
Virtual Appointments Available
Jennifer Belshe Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Jennifer Belshe

Co-Founder & Principal, Novus Advisors
OVERVIEW OF SERVICES
401K Planning, Alternative Investments, Annuities, Asset Management, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that Read more...
COMPLIANCE DISCLAIMER
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
607 Pendleton Street, Suite 101-B
Greenville
South Carolina
29601
United States
SERVING:
All 50 States