Purse Strings Approved Professionals

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Star 23
Financial Advisor, Financial Planner, Life Insurance Specialist, Long-Term Care Specialist, and Retirement Coach / Advisor
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Al Gonzalez, MBA, CPFA

Wealth Advisor, AG Wealth Advisors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
6 of my top 10 clients are women.  They range from life experiences being widowed, single business owner, retired professor, and retired successful business person Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views Read more...
SPECIALTIES.
  • Divorce Financials
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dripping Springs
Dripping Springs
Texas
78620
United States
SERVING:
AZ,FL,IL,LA,NC,NJ,TX
Virtual Appointments Available
Grant Meyer
Financial Advisor, Financial Planner, and Retirement Coach / Advisor
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Grant Meyer, CFP®, BFA™, Certified Grief Educator

Founder, Financial Planner, Positive Energy Provider, GTS Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
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.
  • Divorce Financials
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Socially Conscious Investing
  • Wealth Protection
  • Wealth Preservation
LOCATION
3900 American Blvd W Suite 1500
Bloomington
Minnesota
55431
United States
SERVING:
All 50 States
Virtual Appointments Available
Retirement Coach / Advisor
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Heather Calhoun

Co-Owner, Calhoun & Associates
SPECIALTIES.
  • Financial Planning
  • Retirement planning
LOCATION
3809 S Greystone Ct
Springfield
Missouri
65804
United 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
Eric Blake Purse Strings
Financial Advisor, Financial Planner, and 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
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a 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