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Purse Strings Approved Professionals

 
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Craig Richman
Certified Divorce Financial Analyst, Financial Advisor, and Retirement Coach / Advisor
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Craig Richman, CLU, ChFC, AIFA, CDFA, RYT200
Intentional Wealth Practice for Women, Richman Capital Management
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Budgeting, Divorce Law, Estate Plans, Investing, Life Insurance, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
My experience as a yoga teacher inspired me to become the best version of myself which incorporated an awareness of my physical, spiritual, emotional and Read more...
SPECIALTIES
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
5550 Glades Rd, Suite 500
Boca Raton
Florida
33431
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Alyssa Calhoun
Financial Advisor, Financial Planner, and Money / Financial Coach
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Alyssa Calhoun, MBA
Associate Wealth Advisor, Director of Client Communications, CAM Investor Solution
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Long-Term Care, Mutual Funds, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
When I'm looking for a new professional for my own needs, whether that be a doctor or CPA, I prefer to work with a woman. Read more...
SPECIALTIES
  • Business Financials
  • Charitable Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Small Business Tax
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
Austin
Austin
Texas
73301
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Brenda Bridges CDFA® RICP®
Certified Divorce Financial Analyst and Financial Advisor
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Brenda Bridges, CDFA®, RICP®
Financial Advisor & Divorce Coach, Bridging Divorce Solutions & Bridging Wealth Solutions
OVERVIEW OF SERVICES
Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
We work together to look at your LIFE goals and make sure what you're doing with your finances is ALIGNED. It's not a number or Read more...
SPECIALTIES
  • Divorce
LOCATION
2601 Broad St
Chattanooga
Tennessee
37408
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Jeanie Boymel
Financial Advisor
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Jeanie Boymel
Founder/ Financial Professional, Altitude Financial Partners
OVERVIEW OF SERVICES
401K Planning, Budgeting, College Savings, Life Insurance
SPECIALTIES
  • Financial Planning
  • Money Mindsets
  • Retirement planning
LOCATION
2679 Main St
Littleton
Colorado
80120
United States
Virtual Appointments Available
Miri Upton
Financial Advisor
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Miri Upton
Financial Advisor, Synergia Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing
WHY I LOVE WORKING WITH WOMEN
Our Philosophy is simple, we pride ourselves in understanding our clients and their unique goals and challenges, creating plans and solutions tailored to their needs Read more...
SPECIALTIES
  • Business Financials
  • Business Insurance
  • Business Succession Planning
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
79 N Franklin Tpke suite 107
Ramsey
New Jersey
07446
United States
STATES SERVED:
NJ
Virtual Appointments Available