Purse Strings Approved Professionals Search for Near Search Advanced Filters Select Your Professional Category Financial Advisor Financial Planner Business Coach Money / Financial Coach Certified Divorce Financial Analyst Mortgage Lender Retirement Coach / Advisor Life Insurance Specialist Insurance Planning Specialist Real Estate Attorney P&C Agent Bookkeeper Accountant Healthcare Planning Specialist Medicaid / Medicare Specialist Tax Specialist Executive Coach Long-Term Care Specialist Certified Divorce Coach Alternative Investing Uncategorized Financial Analyst College Planning Specialist M&A Advisor Settlement ConsultantMoreLife StagesLife StagesCollege GraduateNew JobFirst Home PurchaseMarriageStarting a FamilySecond HomeDivorceWidowRetirement Search {"hide_search_input":"","hide_near_input":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","shadow":"","show":""} Financial Planner View Profile Ashley Nichols J.D. Financial Planner, WestPac Wealth Partners OVERVIEW OF SERVICES 401K Planning, Asset Management SPECIALTIES Family Legacy PlanningFinancial PlanningIRALegacy PlanningPersonal Tax PlanningTax MitigationTax PreparationWealth Protection LOCATION San Diego San Diego California 22400 United States STATES SERVED: CA Virtual Appointments Available Financial Planner View Profile Tara Unverzagt Financial Planner, South Bay Financial Partners OVERVIEW OF SERVICES Asset Management, Budgeting, Downsizing and Relocating, Investing, Tax Specialist WHY I LOVE WORKING WITH WOMEN I find women want to be heard by professionals. Women are the expert in their lives. It's not my job to give answers and advice. Read more... SPECIALTIES Charitable PlanningFamily Legacy PlanningFamily Office ServicesFinancial PlanningLegacy PlanningMoney MindsetsPersonal Tax PlanningSpecial Needs PlanningTax MitigationTax PreparationTrust Planning LOCATION 3868 W Carson St Torrance California 90503 United States STATES SERVED: All 50 States Virtual Appointments Available Financial Planner View Profile 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 PlanningFinancial PlanningLegacy PlanningManagingMoney MindsetsPersonal Tax Planning LOCATION San Mateo San Mateo California . United States STATES SERVED: All 50 States Virtual Appointments Available Financial Advisor and Financial Planner View Profile Darla Serrano, CFP®, ChFC® Financial Advisor, Pacific Advisors OVERVIEW OF SERVICES 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Infinite Banking Concept (IBC), Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing SPECIALTIES Business PlanningDivorceFinancial PlanningMoney MindsetsPersonal Tax PlanningRetirement planningSpecial Needs PlanningWealth Protection LOCATION 2855 Michelle Dr Irvine California 92606 United States STATES SERVED: AR, CA, FL, ID, IN, KY, MN, MO, NV, NY, TX Virtual Appointments Available Financial Planner View Profile Kristen Hafner Certified Financial Planner, Financial Moxie SPECIALTIES DivorceFinancial Planning LOCATION 141 Duesenberg Dr Westlake Village California 91362 United States STATES SERVED: CA Virtual Appointments Available
