Unhitched & Rich
Beth Rehberg
Financial Planner
๐ Florida
Able to work with clients all 50 states and Internationally
Learn more about Unhitched & Rich โ
Bloom Divorce Advisory Services
Kristina Heckel
Financial Planner and Certified Divorce Financial Analyst
๐ Scottsdale, Arizona | โ Remote (via Yep!)
Able to work with CDFA, Financial Advisor, Planning, Investment and Insurance clients in all 50 states
Learn more about Bloom Divorce Advisory Services โ
Sarafian Wealth Management
Michael Sarafian
Financial Planner
๐ Tampa, Florida
Able to work with Wealth Management & Financial Planning clients all 50 states
Able to work with Insurance Planning clients in Florida
Learn more about Sarafian Wealth Management โ
Clairwell Financial Planning
Bridget Borel, CFPยฎ, CDFAยฎ
Financial Planner
๐ Maryland
Able to work with clients in all 50 states
Learn more about Clairwell Financial Planning โ
Lunea Wealth Management
Alexandra Mickelson
Financial Planner
๐Cedar Rapids, Iowa
Able to work with clients in all 50 states
Learn more about Lunea Wealth Management โ
Money Matters Wealth Solutions
Donna Cates
Certified Divorce Financial Analyst
Able to work with Divorce (Certified Divorce Financial Analyst), Investment Management and Protection Planning (Life Insurance/Long-term Care) clients in all 50 states
Learn more about Money Matters Wealth Solutions โ
Serenity Life Transitions
Kate Moseley, CDFAยฎ, CDSยฎ
Financial Planner
๐ Georgia
Able to work with clients in all 50 states
Learn more about Serenity Life Transitions โ