Purse Strings Approved Professionals

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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
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Financial Advisor Financial Planner
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Peter Krull

Partner & Director of Sustainable Investing, Earth Equity Advisors
OVERVIEW OF SERVICES
401K Planning, Asset Management, Employee 401K Programs, Investing, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Ever since I founded Earth Equity Advisors over 20 years ago, women have been an important part of our client base. As a leader in Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or Read more...
SPECIALTIES.
  • Charitable Planning
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Preservation
LOCATION
40 North Merrimon Avenue
Asheville
North Carolina
28804
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
IMG 3805
Financial Advisor Financial Planner Tax Specialist
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Otto Rivera, CFP®, EA

Cross-Border Financial Planner, Mindful Wealth Planning
OVERVIEW OF SERVICES
Asset Management, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I enjoy working with women through honest, thoughtful conversations that connect money to the life they want to build. Financial planning is about more than Read more...
FINRA's BrokerCheck
SPECIALTIES.
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Retirement planning
  • Wealth Preservation
LOCATION
Orlando
Orlando
Florida
34771
United States
SERVING:
All 50 States
Virtual Appointments Available
TJD
Divorce Financial Analyst Financial Planner Retirement Coach / Advisor
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Thomas J Duffy, CFP®, MBA, CRPC®, CDFA®, RSSA®

Founder, Principal advisor, Jersey Shore Financial Advisors LLC
OVERVIEW OF SERVICES
Asset Management, Budgeting, Estate Plans, Investing, Long-Term Care, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to 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.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Social Security Specialist
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
LOCATION
Monmouth County
Red Bank
New Jersey
07701
United States
SERVING:
All 50 States
Virtual Appointments Available