Purse Strings Approved Professionals

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Stephanie McCullough Purse Strings
Financial Planner
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Stephanie McCullough

Founder & Financial Planner, Sofia Financial
OVERVIEW OF SERVICES
401K Planning, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Our focus is working with women 45+ who are facing a financial future on their own and are looking for a true partner in money 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.
  • Financial Planning
  • Money Mindsets
LOCATION
1055 Westlakes Dr
Berwyn
Pennsylvania
19312
United States
SERVING:
All 50 States
Virtual Appointments Available
Koren Vining
Financial Advisor Financial Planner
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Koren Vining

Financial Planner | Wealth Advisor, Cetera Investors
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Employee 401K Programs, Employee Benefits, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
My passion for working with women stems from a deep understanding of the unique financial and life challenges we face. As a woman, empathetic financial Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services Read more...
SPECIALTIES.
  • Business Succession Planning
  • Business Valuation
  • Divorce Financials
  • Financial Planning
  • Social Security Specialist
LOCATION
5299 DTC Blvd
Greenwood Village
Colorado
80111
United States
SERVING:
CA,CO,ME,NJ,NY,OR,TX,WA
Virtual Appointments Available
Shari
Financial Advisor Money / Financial Coach
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Shari Rash

Founder, Financial Advisor, Money Coach, GWA Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Prenuptials, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because their financial goals are rarely just about dollars—they’re about creating options, protecting their families, and building a legacy that Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Money Mindsets
  • Personal Tax Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
Dunes West Boulevard
Mount Pleasant
South Carolina
29466
United States
SERVING:
All 50 States
Virtual Appointments Available
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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
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Divorce Financial Analyst Financial Advisor Financial Planner Mediator Settlement Consultant
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Samm Pring, CDFA®. CRPC®, Financial Planner, Wealth Advisor

Founder and Certified Divorce Financial Analyst, Healthy Divorce Options
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Divorce Mortgage Planning, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Working with women during a divorce settlement is profoundly rewarding because it is fundamentally about empowering a woman who has dedicated her life to the 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.
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Litigation Support
  • Mediation
  • Pension
  • Retirement planning
LOCATION
McKinney
McKinney
Texas
75071
United States
SERVING:
All 50 States
Virtual Appointments Available