Purse Strings Approved Professionals

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Screenshot 2026 03 20 at 9.20.54 AM
Divorce Financial Analyst Financial Advisor Financial Planner
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Nicole Carlon, CFP®, CDFA®

Certified Financial Planner, WiseOak Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Employee 401K Programs, Estate Plans, Investing, Mutual Funds, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I love working with women because the conversations go deeper than just numbers. Women often juggle unique financial challenges, from caregiving to career transitions, to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advisory services offered through Mutual Advisors, LLC DBA Wise Oak Wealth, a SEC registered investment adviser.  Purse Strings is not a client of this Read more...
SPECIALTIES.
  • Divorce
  • Financial Planning
  • Legacy Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Preservation
LOCATION
1200 North Federal Highway Suite 300
Boca Raton
Florida
33432
United States
SERVING:
All 50 States
Virtual Appointments Available
Scott Bigley
Financial Advisor
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Scott Bigley, CFEd

Registered Representative, Forever Forward Financial
COMPLIANCE DISCLAIMER
urse 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.
  • Debt Elimination
  • Financial Planning
  • Personal Tax Planning
  • Tax Mitigation
LOCATION
Tarpon Springs
Tarpon Springs
Florida
34688
United States
SERVING:
FL
Virtual Appointments Available
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
Alexis cole
Tax Specialist
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Alexis Cole, CFP®

Chief Momentum Officer, Catalyst Tax Insights
OVERVIEW OF SERVICES
Budgeting, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I'm especially passionate about helping women approach financial decisions with confidence, clarity, and ownership. Throughout my experience as a financial advisor, I’ve seen how often 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.
  • Daily Money Management
  • IRA
  • Mortgage
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
4618 12th Avenue North
Saint Petersburg
Florida
33713
United States
SERVING:
All 50 States
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