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Purse Strings Approved Professionals

 
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Craig Richman
Certified Divorce Financial Analyst and Financial Advisor
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Craig Richman, CLU, ChFC, AIFA, CDFA
Intentional Wealth Practice for Women, Richman Capital Management
OVERVIEW OF SERVICES
Budgeting, Post-Divorce Matters
SPECIALTIES
  • Divorce Financials
  • Financial Planning
  • Money Mindsets
LOCATION
5550 Glades Rd, Suite 500
Boca Raton
Florida
33431
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
DrNoor headshot with logo
Healthcare Planning Specialist
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Dr. Noor Ali, MD, MPH, CPH
Health Insurance Advisor, Dr. Noor Healthcare Advisor
OVERVIEW OF SERVICES
Disability insurance, Employee Benefits, Healthcare Insurance, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
I'm a medical doctor with advanced sales experience. I've built a brand around helping power fempreneurs figure out their health insurance in a way that Read more...
SPECIALTIES
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
  • Healthcare Insurance
  • Wealth Protection
LOCATION
5959 Central Ave Suite 201
St. Petersburg
Florida
33710
United States
STATES SERVED:
AL, AR, AZ, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NE, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, WY
Virtual Appointments Available
Allison OBrien
Financial Advisor
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Allison O'Brien
Financial Advisor, UBS
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Mutual Funds
SPECIALTIES
  • Financial Planning
LOCATION
101 E Kennedy Blvd
Tampa
Florida
33602
United States
STATES SERVED:
AZ, CA, CO, CT, FL, GA, HI, IA, IL, KY, LA, MA, MI, MN, MO, NC, ND, NH, NV, OH, OR, PA, SC, SD, TX, VA, VT, WA
Sandra Keir
Financial Advisor, Medicaid / Medicare Specialist, and Retirement Coach / Advisor
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Sandra Keir, CERTIFIED FI NANCIAL PLANNER Practitioner
Financial Advisor, Chelsea Financial Services
OVERVIEW OF SERVICES
Annuities, Asset Management, Budgeting, Estate Plans, Healthcare Insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
SPECIALTIES
  • Business Succession Planning
  • Healthcare Insurance
  • Financial Planning
  • IRA
  • Legacy Planning
  • Pension
  • Retirement planning
  • Self Directed IRA
LOCATION
4270 Castlebridge Lane, #1724
Vamo
Florida
34238
United States
STATES SERVED:
CA, FL, NJ, PA, TX, VT
Virtual Appointments Available
Katrina Moyer
Mortgage Lender
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Katrina Moyer
Broker, Mortgages & More, LLC
OVERVIEW OF SERVICES
Debt Consolidation, Downsizing and Relocating, Investing, Post-Divorce Matters, Real Estate Investing, Refinancing
SPECIALTIES
  • Mortgage
LOCATION
18326 Murdock Cir
Port Charlotte
Florida
33948
United States
STATES SERVED:
FL