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
Kyle hogen
Financial Advisor Financial Planner
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Kyle Hogan, CFP®

Financial Planner, Holistic Planning - Kansas City
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Mutual Funds
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
  • Personal Tax Planning
  • Self Directed IRA
  • Tax Mitigation
  • Trust Planning
  • Wealth Preservation
LOCATION
1901 West 47th Place #103
Westwood
Kansas
66205
United States
SERVING:
KS
Virtual Appointments Available
Peter Seriano 2023
Divorce Financial Analyst Financial Advisor Financial Planner
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Peter Seriano CFP®, CDFA®

Senior Financial Planner, ProVise Management Group, LLC
OVERVIEW OF SERVICES
401K Planning, Asset Management, Budgeting, Estate Plans, Healthy Money Conversations, Investing, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through ProVise Management Group, LLC. ProVise Management Group, LLC is Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
611 Druid Road East, Suite 105
Clearwater
Florida
33756
United States
SERVING:
All 50 States
Virtual Appointments Available
Steve Hartel
Financial Planner Life Insurance Specialist Retirement Coach / Advisor
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Steve Hartel, MBA, AIF®

Wealth Advisor / Financial Planner, Maia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I grew up in a "traditional for the times" household where my mother didn't work outside the home and my father was the sole breadwinner. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services are offered through Maia Wealth, a Registered Investment Advisor. This profile does not constitute investment advice. This profile contains information from Steve Read more...
SPECIALTIES.
  • Business Insurance
  • Charitable Planning
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
  • Student Loan Management
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1401 17th St Suite 850
Denver
Colorado
80202
United States
SERVING:
All 50 States
Virtual Appointments Available