Purse Strings Approved Professionals

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William Pitney Purse Strings
Financial Planner
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William Pitney, MBA, CFP®, CeFT®, CLU®

President, Financial Coach, Certified Financial Planner, FocusYOU
OVERVIEW OF SERVICES
Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner 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.
  • Family Legacy Planning
  • Financial Planning
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Tax Planning
LOCATION
San Mateo
San Mateo
California
.
United States
SERVING:
All 50 States
Virtual Appointments Available
John agee
Bookkeeper
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Jonathon Agee

Business Accountant, The Bookkeeping Specialists, LLC
SPECIALTIES.
  • Business Financials
LOCATION
Santa Ana
Santa Ana
California
.
United States
SERVING:
All 50 States
Virtual Appointments Available
Ashley Nichols Purse Strings
Financial Planner
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Ashley Nichols J.D.

Financial Planner, WestPac Wealth Partners
OVERVIEW OF SERVICES
401K Planning, Asset Management
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.
  • 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
SERVING:
CA
Virtual Appointments Available
1644183531049
Financial Planner
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Max Pashman

Financial Planner & Founder, Pashman Financial, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, Crypto Investing, College Admission and Financial Aid, College Savings, Debt Consolidation, Employee 401K Programs, Employee Benefits, Estate Plans, Home insurance, Investing, Life Insurance, Mutual Funds, Real Estate Investing, Refinancing
WHY I LOVE WORKING WITH WOMEN
As a member of Women in Sales, I've seen first hand the stories and experiences of what women have had to encounter in the workforce. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
PASHMAN FINANCIAL, LLC (“Pashman Financial”) is a registered investment advisor offering advisory services in the State of California, Utah, and in other jurisdictions where exempted.  Read more...
SPECIALTIES.
  • Business Cash Flow Analysis
  • Business Growth
  • Business Planning
  • Debt Elimination
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Money Mindsets
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Los Angeles
Los Angeles
California
90024
United States
SERVING:
All 50 States
Virtual Appointments Available
Erin Redmond Purse Strings
Financial Advisor
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Erin Redmond

Partner/Financial Advisor, Ford Financial Group
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Employee 401K Programs, Investing, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Since my mother, Carole Ford, began our financial advising firm in 1992, we have primarily focused on women's needs. Women live longer than men and, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ford Financial Group, a registered investment advisor and separate entity from LPL Financial. Purse Read more...
SPECIALTIES.
  • Family Office Services
  • Financial Planning
  • Financial
  • IRA
  • Managing
  • Money Mindsets
  • Retirement planning
  • Wealth Preservation
LOCATION
5260 N Palm Ave suite 221
Fresno
California
93704
United States
SERVING:
CA,FL,MN,NY,OR,PA,TN
Virtual Appointments Available