Bloom Divorce Advisory Services
Kristina Heckel
Financial Planner and Certified Divorce Financial Analyst
📍 Scottsdale, Arizona | ✅ 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 →
Sarafian Wealth Management
Michael Sarafian
Financial Planner
📍 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 →
Clairwell Financial Planning
Bridget Borel, CFP®, CDFA®
Financial Planner
📍Annapolis, Maryland
Able to work with clients in all 50 states
Learn more about Clairwell Financial Planning →
Lunea Wealth Management
Alexandra Mickelson
Financial Planner
📍Cedar Rapids, Iowa
Able to work with clients in all 50 states
Learn more about Lunea Wealth Management →
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 →
Serenity Life Transitions
Kate Moseley, CDFA®, CDS®
Financial Planner
📍Woodstock, Georgia
Able to work with clients in all 50 states
Learn more about Serenity Life Transitions→