Purse Strings Approved Professionals

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Rita Cheng Purse Strings
Financial Advisor Financial Planner
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Marguerita Cheng

Chief Executive Officer, Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
It’s important for women of all ages and stages of life to take an active role in their personal finances. I am passionate about ensuring 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.
  • Business Cash Flow Analysis
  • Business Financials
  • Business Growth
  • Business Planning
  • Business Succession Planning
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Small Business Tax
  • Social Security Specialist
  • Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
SERVING:
All 50 States
Virtual Appointments Available
Eric Blake Purse Strings
Financial Advisor Financial Planner Retirement Coach / Advisor
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Eric Blake, CFP®

Founder and Lead Financial Planner, Blake Wealth Management
OVERVIEW OF SERVICES
401K Planning, Asset Management, Investing, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I chose to prioritize working with women for a very simple reason. I am the man that I am today, specifically because of the women Read more...
COMPLIANCE DISCLAIMER
Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services Read more...
SPECIALTIES.
  • Financial Planning
  • Financial
  • Personal Tax Planning
  • Retirement planning
  • Social Security Specialist
  • Wealth Protection
LOCATION
201 W Virginia St, #102
McKinney
Texas
75069
United States
SERVING:
All 50 States
Virtual Appointments Available
Jonathan McAlister
Financial Advisor Financial Planner
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Jonathan McAlister, CFP®, CKA®

Director and Wealth Advisor, Integrity Read Wealth Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Estate Plans, Investing, Life Insurance, Long-Term Care, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Jonathan holds a strong appreciation for working with women, recognizing the resilience, thoughtfulness, and intentionality they bring to financial decision making, often during meaningful periods 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.
  • Charitable Planning
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
820 Gessner Road, Suite 300
Houston
Texas
77024
United States
SERVING:
All 50 States
Virtual Appointments Available
Shari
Financial Advisor Money / Financial Coach
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Shari Rash

Founder, Financial Advisor, Money Coach, GWA Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because their financial goals are rarely just about dollars—they’re about creating options, protecting their families, and building a legacy that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Tax Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dunes West Boulevard
Mount Pleasant
South Carolina
29466
United States
SERVING:
All 50 States
Virtual Appointments Available
Kate Strom
Financial Advisor
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Kate Strom, WMS, ABFP

Owner and Financial Advisor, Hestia Wealth Management, LLC ·
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
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.
  • Daily Money Management
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1829 Reisterstown Road, Ste 365
Pikesville
Maryland
21208
United States
SERVING:
CA,AZ,CO,DE,FL,MD,NC,NJ,NY,PA,TX,VA,WA,WV
Virtual Appointments Available