Purse Strings Approved Professionals Search for States ServedAll 50 StatesCAAKALARAZCOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY States Served Provinces ServedAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioPrince Edward IslandQuebecSaskatchewanProfessional CategoryProfessional CategoryProfessional CategoryAccountantAlternative InvestingAttorneyBookkeeperBusiness CoachCertified Divorce CoachCertified Divorce Financial AnalystExecutive CoachFinancial AdvisorFinancial PlannerHealthcare Planning SpecialistInsurance Planning SpecialistLife Insurance SpecialistLong-Term Care SpecialistM&A AdvisorMedicaid / Medicare SpecialistMoney / Financial CoachMortgage LenderP&C AgentReal EstateRetirement Coach / AdvisorSettlement ConsultantTax SpecialistUncategorized Search Search {"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""} 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 SERVING: CA 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 SERVING: 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 SERVING: CA,AR,FL,ID,IN,KY,MN,MO,NV,NY,TX Virtual Appointments Available
