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":""}
Angela Ribuffo Purse Strings
Financial Planner
View Profile

Angela Ribuffo, CFP®, RICP®,ChFC®, CDFA, CLTC, WMCP

President and Financial Advisor, Raion Financial Strategies LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Angela Ribuffo is a Registered Representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, a broker-dealer and registered investment advisor, Member Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Wealth Protection
LOCATION
240 E Tudor Rd
Anchorage
Alaska
99503
United States
SERVING:
CA,AK,AZ,FL,GA,HI,MO,MS,NV,OR,TX,WA
Virtual Appointments Available
Eric Blake Purse Strings
Financial Advisor Financial Planner Retirement Coach / Advisor
View Profile

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
New Headshot 1
Financial Planner
View Profile

Dana Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™

Founder and Lead Financial Planner, Twin Cities Wealth Strategies, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Crypto Investing, College Admission and Financial Aid, College Savings, Debt Consolidation, Disability insurance, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I love working with women because I am the father of three daughters and I want them to feel empowered when it comes to personal 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 Planning
  • Business Succession Planning
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Tax Preparation
  • Wealth Protection
  • Wealth Preservation
LOCATION
11670 Fountains Drive, Suite 200
Maple Grove
Minnesota
55369
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
View Profile

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
Melissa Anne Cox CFP
Financial Advisor Financial Planner
View Profile

Melissa Anne Cox CFP

Certified Financial Planner, Future-Focused Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Because women carry so much—mentally, emotionally, financially—and are still told they’re “not good with money.” I love helping women rewrite that story. There’s something incredibly Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Van Clemens & Co. (“VCC”), member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management (“VCW”), a registered investment adviser. Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Litigation Support
  • Money Mindsets
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
5301 Alpha St 80-114
Dallas
Texas
75240
United States
SERVING:
All 50 States
Virtual Appointments Available