Purse Strings Approved Professionals

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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
Michelle Engle
Financial Advisor Financial Planner
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Michelle Engle, CFP®, CRPC™, M.Ed.

Financial Advisor, Lincoln Investments
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care
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.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
780 94th Avenue N. #107
Saint Petersburg
Florida
33702
United States
SERVING:
FL,MA,NC,NJ,NY,OH,TX,VA
Virtual Appointments Available
Gautam Pai
Financial Advisor
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Gautam M. Pai, CWS®, AIF®

Financial Advisor, Balanced Financial Concepts
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I love working with female clients because women put great value in trusted relationships, just as we do, and women are more engaged in their Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Balanced Financial Concepts LLC is not affiliated Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Charitable Planning
  • Collaborative Divorce Process
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
30505 Bainbridge Road, Suite 160
Solon
Ohio
44139
United States
SERVING:
All 50 States
Virtual Appointments Available
Headshot
Financial Advisor Financial Planner
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Alexandra Mickelson, MBA & CFP Candidate

CEO & Founder, Lunea Wealth Management
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Estate Plans, Investing, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
For me, it always comes back to impact. Women (and those who identify with feminine energy) are so often underestimated or overlooked in financial spaces—but 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
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
240 33rd Avenue Southwest
Cedar Rapids
Iowa
52404
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