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Purse Strings Approved Professionals

 
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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
Tara Unverzagt
Financial Planner
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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 Planning
  • Family Legacy Planning
  • Family Office Services
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Special Needs Planning
  • Tax Mitigation
  • Tax Preparation
  • Trust Planning
LOCATION
3868 W Carson St
Torrance
California
90503
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
MattBarnhart
Financial Planner
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Matthew Barnhart
Financial Planner, Concierge Wealth Management & Insurance Solutions
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, College Savings, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
70% of all family succession plans fail within one generation*. The Successor generation involuntarily loses control of the assets before passing to the Legacy generation Read more...
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Wealth Protection
LOCATION
4660 La Jolla Village Dr
San Diego
California
92121
United States
STATES SERVED:
AZ, CA, CO, DE, HI, MD, MO, MT, NV, OR, TN, UT, WA
Virtual Appointments Available
Ashley Nichols JD
Financial Planner
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Ashley Nichols J.D.
Financial Planner, WestPac Wealth Partners
OVERVIEW OF SERVICES
401K Planning, Asset Management
SPECIALTIES
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Tax Mitigation
  • Tax Preparation
  • Wealth Protection
LOCATION
San Diego
San Diego
California
22400
United States
STATES SERVED:
CA
Virtual Appointments Available
HAFNER KRISTEN USE THIS ONE
Financial Planner
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Kristen Hafner
Certified Financial Planner, Financial Moxie
SPECIALTIES
  • Divorce
  • Financial Planning
LOCATION
141 Duesenberg Dr
Westlake Village
California
91362
United States
STATES SERVED:
CA
Virtual Appointments Available