Purse Strings Approved Professionals

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Julianne Lepo
Divorce Financial Analyst Financial Advisor
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Julianne Incardona, CDFA

Business Owner, Financial Advisor, Certified Divorce Financial Analyst, Turning Tides Financial
OVERVIEW OF SERVICES
Divorce Mediator
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.
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Financial Planning
LOCATION
5500 Main Street
Buffalo
New York
14221
United States
SERVING:
All 50 States
Virtual Appointments Available
Paulina Ksiazek
Financial Advisor Financial Planner
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Paulina Ksiazek, CFP®

Financial Advisor, Savant Wealth Management
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because I find it incredibly rewarding to help them build confidence in their financial futures as they navigate life’s significant 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
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
LOCATION
475 West Half Day Road, Suite 210
Lincolnshire
Illinois
60069
United States
SERVING:
All 50 States
Virtual Appointments Available
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Financial Advisor Financial Planner
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Peter Krull

Partner & Director of Sustainable Investing, Earth Equity Advisors
OVERVIEW OF SERVICES
401K Planning, Asset Management, Employee 401K Programs, Investing, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Ever since I founded Earth Equity Advisors over 20 years ago, women have been an important part of our client base. As a leader in Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
The views and information contained herein are (1) for general educational or informational purposes only, (2) are not to be taken as a recommendation to buy or Read more...
SPECIALTIES.
  • Charitable Planning
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Wealth Preservation
LOCATION
40 North Merrimon Avenue
Asheville
North Carolina
28804
United States
SERVING:
All 50 States
Virtual Appointments Available
Steve Hartel
Financial Planner Life Insurance Specialist Retirement Coach / Advisor
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Steve Hartel, MBA, AIF®

Wealth Advisor / Financial Planner, Maia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I grew up in a "traditional for the times" household where my mother didn't work outside the home and my father was the sole breadwinner. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services are offered through Maia Wealth, a Registered Investment Advisor. This profile does not constitute investment advice. This profile contains information from Steve Read more...
SPECIALTIES.
  • Business Insurance
  • Charitable Planning
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
  • Student Loan Management
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1401 17th St Suite 850
Denver
Colorado
80202
United States
SERVING:
All 50 States
Virtual Appointments Available
Michael Argiro
Financial Advisor
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Michael Argiro, AIF®, CWS®, CLU®, LUTCF®, ChFC®

Financial Advisor, 4T Financial
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Disability insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
Women are often the CFOs of their households and make the majority of financial decisions, yet they’re still underserved by the financial industry. I’m passionate 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
  • Retirement planning
  • Wealth Preservation
LOCATION
58 Soderman Way
Cheshire
Connecticut
06410
United States
SERVING:
CA,CO,CT,FL,GA,HI,IL,MA,ME,MI,MN,NC,NH,NJ,NY,OH,SC,TX,UT,VA
Virtual Appointments Available