Purse Strings Approved Professionals

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Monica dwyer
Certified Divorce Financial Analyst and Financial Planner
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Monica Dwyer, CFP®, CDFA®, GFP

V.P. Wealth Advisor, Harvest Financial Advisors
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
  • Mediation
  • Wealth Protection
LOCATION
8840 Cincinnati Dayton Rd
Olde West Chester
Ohio
45069
United States
SERVING:
OH
Virtual Appointments Available
Jamie Lima
Certified Divorce Financial Analyst and Financial Planner
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Jamie M. Lima, MBA, CFP®, CDFA®

Founder, Allegiant Divorce Solutions
OVERVIEW OF SERVICES
Divorce Mortgage Planning, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I was raised by a single mother who really struggled to make ends meet. This not only propelled me into the career that I have 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.
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
LOCATION
Ramona
Ramona
California
92065
United States
SERVING:
All 50 States
Virtual Appointments Available
Donna kendrick
Certified Divorce Financial Analyst, Financial Planner, and Life Insurance Specialist
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Donna Kendrick, CFP®, CDFA®

Financial Planner for Families in Transition, Sephton Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I know the need to crawl and scratch until you can get control of your own life. Because everything feels like it's swirling. I know Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
8200 Flourtown Ave suite 1b
Wyndmoor
Pennsylvania
19038
United States
SERVING:
All 50 States
Virtual Appointments Available
Tracy Coenen Purse Strings
Certified Divorce Financial Analyst
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Tracy Coenen, CPA, CFF

Forensic Accountant and Fraud Investigator, Sequence Inc. Forensic Accounting
WHY I LOVE WORKING WITH WOMEN
I work with divorcing parties who have concerns about the money. While I can work with either party, it is most often the woman who 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
  • Financial
  • Litigation Support
LOCATION
Chicago
Chicago
Illinois
60601
United States
SERVING:
All 50 States
Pam Friedman Purse Strings
Certified Divorce Financial Analyst and Financial Planner
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Pam Friedman, CFP®, CDFA®

Managing Director and Principal, Robertson Stephens
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Divorce Law, Investing, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
COMPLIANCE DISCLAIMER
Pam Friedman offers investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific Read more...
SPECIALTIES.
  • Collaborative Divorce Process
  • Divorce Financials
  • Financial Planning
LOCATION
1308 Navasota St
Austin
Texas
78702
United States
SERVING:
All 50 States
Virtual Appointments Available