Purse Strings Approved Professionals

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Financial Advisor Financial Planner
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Austin Kunzler, CFP®, QPFC

Wealth Management Advisor, Orizon Wealth Management
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Employee Benefits, Investing, Real Estate Investing, Socially Responsible Investing, Sell a Business
WHY I LOVE WORKING WITH WOMEN
I love working with women because behind every financial question is often something deeply personal: caring for family, protecting independence, navigating change, or building a 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.
  • Financial Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1955 West Grove Parkway, Suite 200
Pleasant Grove
Utah
84062
United States
SERVING:
CA,AK,AL,AR,AZ,CO,CT,DE,FL,GA,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WI,WV,WY
Virtual Appointments Available
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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
Melissa Dailey Newman
Divorce Financial Analyst Financial Advisor Financial Planner
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Melissa Dailey-Newman, CDFA®, AWMA®

Private Wealth Advisor, Clearwater Capital Partners
OVERVIEW OF SERVICES
Asset Management, College Savings, Divorce Financial Neutral, Downsizing and Relocating, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Many of my clients have come to me during times of transition like divorce, career change, widowhood, and inheritance after loss of a loved one. Read more...
COMPLIANCE DISCLAIMER
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor. Purse Strings is not a client of this financial professional or the financial professional’s Read more...
SPECIALTIES.
  • Business Insurance
  • Collaborative Divorce Process
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
2800 West Higgins Road, Suite 1025
Hoffman Estates
Illinois
60169
United States
SERVING:
All 50 States
Virtual Appointments Available
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Financial Planner
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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
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Financial Planner
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Andrew Rose

Financial Advisor, Capitol Financial Solutions
OVERVIEW OF SERVICES
401K Planning, Asset Management, College Admission and Financial Aid, Divorce Mortgage Planning, Employee 401K Programs, Employee Benefits, Estate Plans, Investing, Post-Divorce Matters, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
The strongest woman I have ever known is my mother.  I was at a young age when I realized the sacrifices she made, and challenges 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
  • Charitable Planning
  • Divorce
  • Divorce Financials
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
8816 Six Forks Rd Suite 107
Raleigh
North Carolina
27615
United States
SERVING:
AZ,FL,IL,IN,KS,MI,NC,NJ,NY,OH,OK,SC,TX,WA
Virtual Appointments Available