Purse Strings Approved Professionals

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Rita Cheng Purse Strings
Financial Advisor and 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, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
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
Michelle Gordon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Michelle Gordon

Founder and CEO, Investably LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Life Insurance, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
My greatest inspiration is my mom and grandmother, both dynamic and extraordinary women. So I love helping women-led households to reach financial freedom that comes 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 Succession Planning
  • Business Valuation
  • Charitable Planning
  • Divorce Financials
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
7200 Wisconsin Ave
Bethesda
Maryland
20814
United States
SERVING:
All 50 States
Virtual Appointments Available
Josh Newell
Financial Planner
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Josh Newell, CRPS®

Financial Planner and Co-Founder, Better Pockets Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care
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
  • Legacy Planning
  • Money Mindsets
LOCATION
Denver
Denver
Colorado
80113
United States
SERVING:
All 50 States
Virtual Appointments Available
Kelly Guncheon Purse Strings
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Kelly Guncheon, CFP®, ChFC®

Certified Financial Planner, Guncheon Financial LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Employee Pension Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly. No Read more...
COMPLIANCE DISCLAIMER
​Guncheon Financial LLC is an Investment Adviser registered with the States of Minnesota, California, Colorado, Illinois, Iowa, Missouri, and Wisconsin. This communication is not intended Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Divorce Financials
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Pension
  • Self Directed IRA
  • Socially Conscious Investing
  • Social Security Specialist
  • Wealth Protection
LOCATION
3525 Plymouth Blvd., Suite 109
Plymouth
Minnesota
55447
United States
SERVING:
CA,CO,IA,IL,KS,MN,MO,WI
Virtual Appointments Available
Headshot 2023 Resized
Financial Advisor, Financial Planner, and Long-Term Care Specialist
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John Foley, CFP®

CERTIFIED FINANCIAL PLANNER™, Baystate Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Crypto Investing, College Savings, Disability insurance, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
Preconceived thoughts can make financial planning intimidating. Therefore, my goal for every client is to derive a feeling of ease. You could be the CFO Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
John Foley is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: One Read more...
SPECIALTIES.
  • Business Succession Planning
  • Financial Planning
  • Wealth Preservation
LOCATION
330 Whitney Ave
Holyoke
Massachusetts
01040
United States
SERVING:
All 50 States
Virtual Appointments Available