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Purse Strings Approved Professionals

 
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Christina Gamache
Financial Analyst, Financial Planner, and Retirement Coach / Advisor
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Christina Gamache
Fractional CFO and Wealth Advisor for Women Business Owners, Audax Wealth Management, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Divorce Law, Downsizing and Relocating, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Refinancing, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Statistically, women will outlive men. Unfortunately women are subject to many factors throughout their lives that prevent them from earning more than their male counterparts Read more...
SPECIALTIES
  • Business Cash Flow Analysis
  • Business Coaching
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Debt Elimination
  • Divorce Financials
  • Executive Compensation Packages
  • Family Office Services
  • Financial Planning
  • Franchising
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Personal Growth Coaching
  • Philanthropy
  • Self Directed IRA
  • Small Business Tax
  • Socially Conscious Investing
  • Social Security Specialist
  • Special Needs Planning
  • Tax Mitigation
  • Tax Preparation
  • Trust Planning
  • Wealth Protection
LOCATION
PO Box 110388
Anchorage
Alaska
99515
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Eric Blake
Financial Planner and Retirement Coach / Advisor
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Eric Blake, CFP®
Founder and Lead Financial Advisor, Blake Wealth Management
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
SPECIALTIES
  • Financial Planning
  • Personal Tax Planning
  • Retirement planning
  • Social Security Specialist
  • Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
Virtual Appointments Available
William Pitney1
Financial Planner
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William Pitney, MBA, CFP®, CeFT®, CLU®
President, Financial Coach, Certified Financial Planner, FocusYOU
OVERVIEW OF SERVICES
Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Tax Planning
LOCATION
San Mateo
San Mateo
California
.
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Jacob Jaegle
Financial Advisor and Financial Planner
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Jacob Jaegle
Advisor, Moneta Group
OVERVIEW OF SERVICES
401K Planning, Asset Management, Investing, Mutual Funds
SPECIALTIES
  • Divorce Financials
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
LOCATION
1624 Market St
Denver
Colorado
80202
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Peggy Haslach CLU®
Financial Advisor and Financial Planner
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Peggy Haslach, CFP®,CLU (she/her/hers)
Financial Advisor, The Finity Group, LLC
OVERVIEW OF SERVICES
401K Planning, Asset Management
WHY I LOVE WORKING WITH WOMEN
As an athlete, trainer, and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their Read more...
SPECIALTIES
  • Financial Planning
  • Wealth Protection
LOCATION
200 1st Ave W
Seattle
Washington
98119
United States
STATES SERVED:
All 50 States
Virtual Appointments Available