Purse Strings Approved Professionals
Financial Planner,
WestPac Wealth Partners
OVERVIEW OF SERVICES
401K Planning, Asset Management
SPECIALTIES
- Family Legacy Planning
- Financial Planning
- IRA
- Legacy Planning
- Personal Tax Planning
- Tax Mitigation
- Tax Preparation
- Wealth Protection
LOCATION
San Diego
San Diego
California
22400
United States
San Diego
California
22400
United States
STATES SERVED:
CA
Virtual Appointments Available
Associate Vice President,
Shorepoint Insurance Services
OVERVIEW OF SERVICES
Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Healthcare Insurance, Life Insurance
WHY I LOVE WORKING WITH WOMEN
When women understand their finances , they have choices, and having choices is empowering! Read more...
SPECIALTIES
- Business Insurance
- Commercial Insurance
- Healthcare Insurance
LOCATION
1120 Bristol St
Costa Mesa
California
92626
United States
Costa Mesa
California
92626
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Founder and Owner,
Atlas Park Consulting
WHY I LOVE WORKING WITH WOMEN
I enjoy working with women because women drive innovation. Our perspectives, skills and experiences solve problems in new and creative ways. When I can contribute to another Read more...
SPECIALTIES
- Business Coaching
- Business Growth
- Business Planning
- Executive Coaching
LOCATION
4576 Florin Rd Suite E # 342
Sacramento
California
95823
United States
Sacramento
California
95823
United States
STATES SERVED:
All 50 States, AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Virtual Appointments Available
.Realtor,
SALTY WATER PROPERTIES, INC.
WHY I LOVE WORKING WITH WOMEN
Alison stringently strives to speak the language of her client’s goals by implementing the long last art of listening. Known across the globe as “The Read more...
SPECIALTIES
- High-End Real Estate
LOCATION
1040 Manhattan Beach Blvd
Manhattan Beach
California
90266
United States
Manhattan Beach
California
90266
United States
STATES SERVED:
CA
Smart Money Strategist,
MOD Financial
OVERVIEW OF SERVICES
Alternative Investments, Annuities, College Savings, Estate Plans, Infinite Banking Concept (IBC), Investing, Life Insurance, Post-Divorce Matters, Real Estate Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because for far too long we have felt fear and uncertainty about our financial situation. From cultural limitations to views Read more...
SPECIALTIES
- Business Succession Planning
- Executive Compensation Packages
- Family Legacy Planning
- Financial Planning
- Legacy Planning
- Mortgage
- Retirement planning
- Tax Mitigation
- Trust Planning
- Wealth Protection
LOCATION
Turlock
Turlock
California
95382
United States
Turlock
California
95382
United States
STATES SERVED:
All 50 States
Virtual Appointments Available