Purse Strings Approved Professionals

 
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Financial Advisor, Financial Planner, and Money / Financial Coach
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Alyssa Calhoun, MBA
Associate Wealth Advisor, Director of Client Communications, CAM Investor Solution
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Investing, Long-Term Care, Mutual Funds, Real Estate Investing, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
When I'm looking for a new professional for my own needs, whether that be a doctor or CPA, I prefer to work with a woman. Read more...
SPECIALTIES
  • Business Financials
  • Charitable Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Money Mindsets
  • Pension
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Small Business Tax
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
LOCATION
Austin
Austin
Texas
73301
United States
SERVING:
All 50 States
Virtual Appointments Available
Pam Friedman Purse Strings
Certified Divorce Financial Analyst and Financial Planner
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Pam Friedman, CFP®, CDFA®
Managing Director and Principal, Robertson Stephens
OVERVIEW OF SERVICES
Alternative Investments, Asset Management, Divorce Law, Investing, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
SPECIALTIES
  • Collaborative Divorce Process
  • Divorce Financials
  • Financial Planning
LOCATION
1308 Navasota St
Austin
Texas
78702
United States
SERVING:
All 50 States
Virtual Appointments Available