Purse Strings Approved Professionals

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TJD
Divorce Financial Analyst Financial Planner Retirement Coach / Advisor
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Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®

Founder, Principal advisor, Jersey Shore Financial Advisors LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Estate Plans, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to 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.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Social Security Specialist
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Monmouth County
Red Bank
New Jersey
07701
United States
SERVING:
All 50 States
Virtual Appointments Available
Screenshot 2026 03 20 at 9.20.54 AM
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
143723 BURNS EXI 08 72 dpi
Divorce Financial Analyst Financial Advisor Retirement Coach / Advisor
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Nadine Burns

CEO Financial Advisor, A New Path Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Everyday we see women who have placed their financial well being on the back burner because so many other important needs crowd their day.  But 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.
  • Business Cash Flow Analysis
  • Business Coaching
  • Business Financials
  • Business Growth
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
  • IRA
  • Retirement planning
  • Socially Conscious Investing
  • Social Security Specialist
  • Wealth Protection
  • Wealth Preservation
LOCATION
455 E. Eisenhower Parkway, Suite 220
Ann Arbor
Michigan
48103
United States
SERVING:
All 50 States
Virtual Appointments Available
Melissa Dailey Newman
Divorce Financial Analyst Financial Advisor Financial Planner
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Melissa Dailey-Newman, CDFA®, AWMA®

Private Wealth Advisor, Clearwater Capital Partners
OVERVIEW OF SERVICES
Asset Management, College Savings, Divorce Financial Neutral, Downsizing and Relocating, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Many of my clients have come to me during times of transition like divorce, career change, widowhood, and inheritance after loss of a loved one. Read more...
COMPLIANCE DISCLAIMER
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor. Purse Strings is not a client of this financial professional or the financial professional’s Read more...
SPECIALTIES.
  • Business Insurance
  • Collaborative Divorce Process
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2800 West Higgins Road, Suite 1025
Hoffman Estates
Illinois
60169
United States
SERVING:
All 50 States
Virtual Appointments Available