Purse Strings Approved Professionals

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Peter Seriano 2023
Divorce Financial Analyst Financial Advisor Financial Planner
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Peter Seriano CFP®, CDFA®

Senior Financial Planner, ProVise Management Group, LLC
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, Estate Plans, Healthy Money Conversations, Investing, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
611 Druid Road East, Suite 105
Clearwater
Florida
33756
United States
SERVING:
All 50 States
Virtual Appointments Available
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Divorce Financial Analyst Financial Advisor Financial Planner
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Nicole Carlon, CFP®, CDFA®

Certified Financial Planner, WiseOak Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Estate Plans, Investing, Mutual Funds, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I love working with women because the conversations go deeper than just numbers. Women often juggle unique financial challenges, from caregiving to career transitions, to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services offered through Mutual Advisors, LLC DBA Wise Oak Wealth, a SEC registered investment adviser.  Purse Strings is not a client of this Read more...
SPECIALTIES.
  • Divorce
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Preservation
LOCATION
1200 North Federal Highway Suite 300
Boca Raton
Florida
33432
United States
SERVING:
All 50 States
Virtual Appointments Available
Craig Richman001
Divorce Financial Analyst Financial Advisor Money / Financial Coach
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Craig Richman, CLU®, ChFC®, AIFA®, CDFA®, RYT®200

Private Wealth Advisor for Women, Richman Capital Management.
OVERVIEW OF SERVICES
Alternative Investments, Annuities, Asset Management, Divorce Financial Neutral, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I started working with women as a teenager selling charm bracelet charms at my family’s jewelry store. This was my first experience to become very Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
North Blue Springs Drive
Parkland
Florida
33067
United States
SERVING:
CA,AZ,CO,CT,FL,GA,IL,MD,ME,NC,NJ,OK,TN,WA
Virtual Appointments Available
Reddy Heffner Kelly Headshot 1
Divorce Financial Analyst Financial Advisor Financial Planner
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Kelly Reddy-Heffner, CFPⓇ, CDFAⓇ, CSLPⓇ, CFT™, MBA

Owner & Financial Planner, Steel City Wealth Collaborative
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Financial Therapy, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Inspired by my amazing mom who raised myself and my brother after divorce while working full time, I am deeply committed to the financial success Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Mediation
  • Personal Cash Flow Analysis
  • Retirement planning
  • Student Loan Management
LOCATION
Pittsburgh
Pittsburgh
Pennsylvania
15212
United States
SERVING:
All 50 States
Virtual Appointments Available
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Divorce Financial Analyst Financial Advisor Financial Planner Retirement Coach / Advisor
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Melissa Murphy Pavone, CFP®, CDFA®,

Founder, Mindful Financial Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Divorce Law, Divorce Mediator, Estate Plans, Family Law, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Prenuptials
WHY I LOVE WORKING WITH WOMEN
I love working with women because they are often at pivotal moments in their lives, whether it's navigating a divorce, managing a major life transition, Read more...
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
  • Personal Cash Flow Analysis
LOCATION
3 Woodland Avenue
Village of Westhampton Beach
New York
11978
United States
SERVING:
All 50 States
Virtual Appointments Available