Purse Strings Approved Professionals

{"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":""}
Julianne Lepo
Divorce Financial Analyst Financial Advisor
View Profile

Julianne Incardona, CDFA

Business Owner, Financial Advisor, Certified Divorce Financial Analyst, Turning Tides Financial
OVERVIEW OF SERVICES
Divorce Mediator
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
  • Financial Planning
LOCATION
5500 Main Street
Buffalo
New York
14221
United States
SERVING:
All 50 States
Virtual Appointments Available
Melissa Dailey Newman
Divorce Financial Analyst Financial Advisor Financial Planner
View Profile

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
headshot smaller
Divorce Financial Analyst Financial Advisor Financial Planner Retirement Coach / Advisor
View Profile

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
Morgan Murray
Divorce Financial Analyst Financial Advisor Financial Planner
View Profile

Morgan Murray, CFP®, CDFA®, MAFF®

Certified Divorced Financial Analyst, Certified Financial Planner, ABRI
OVERVIEW OF SERVICES
Asset Management, Divorce Financial Neutral, Investing, Life Insurance, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
My passion for working with women is deeply personal. I unexpectedly became a single mom when my daughter was just 10 months old, and I 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
  • IRA
  • Retirement planning
  • Wealth Preservation
LOCATION
333 East Short Street, Ste 220
Lexington
kentucky
40507
United States
SERVING:
All 50 States
Virtual Appointments Available
Headshot 3 3
Divorce Financial Analyst Financial Advisor Financial Planner Mediator Settlement Consultant
View Profile

Samm Pring, CDFA®. CRPC®, Financial Planner, Wealth Advisor

Founder and Certified Divorce Financial Analyst, Healthy Divorce Options
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Divorce Mortgage Planning, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Working with women during a divorce settlement is profoundly rewarding because it is fundamentally about empowering a woman who has dedicated her life to the 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
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Litigation Support
  • Mediation
  • Pension
  • Retirement planning
LOCATION
McKinney
McKinney
Texas
75071
United States
SERVING:
All 50 States
Virtual Appointments Available