Savvy Ladies Helpline Volunteers

Abbe Udochi

Certified Senior Advisor (CSA)®, Aging Life Care Manager®. Healthcare, geriatric care, advocacy, care planning and management.

Abdullah Noman

Family Finances, Investing and Retirement

Aiday Chen

Alejandro Gutierrez

Alexander Basco

Expertise: Family Finances; Tax preparation; Insurance Planning

Alexandra Kraus

Alicyn McLeod, CPA, CFP®

Tax professional with a focus on multi-generational businesses; real estate investments; and trusts & estates.

Alissa Krasner Maizes, Esq.

Amala Udekigbo, CFP®

Amanda Adams

Accounting

Amanda Connaughton, CFP®

Amy Irvine

Divorce and Money; Family Finances; Divorce Issues; Planning for Couples

Amy Kong

Amy Marietta

Andy Moran

Anne Beck, CFP

Anthony Veloso, CFP®, AIF®

Ashesh Shah, CFP®

Audrey Jones, CFP®

Family Finances, Marriage and Money, Retirement, Small Business Planning

Belinda Tsui

Ben Engel

Bertha Munoz, CFP® ChFC®

Beth Greulich

Brenda A. Morris

Brian Hansel

Bruce Lorenz

Financial Planning, Family Finances, Healthcare.

Cady North

Financial Planning, Wealth Management, Budget Development

Carolyn Wilbon

Carrie Rattle

Cassandra Smalley

Cat Morgan, CFP®

Retirement Planning, Education Planning, Insurance Planning, Wealth Management.

Cathy McKee

Cherie Stueve, PhD CFP® AFC® FFC® FBS®

Debt management, investment and retirement savings, insurance, estate planning, money and relationships, and home buying.

Chris Blakely, CFP®, ChFC®

Claudia LaRocque

Dan Krivoniak

Debbie Morrell-Cady

Denise Sarkor

Diana Yanez

Dominic Christian

Dr. Nicole B Simpson, CFP

Edith Martinez

Eduardo Wisbrun

Elliott Appel, CFP®, CLU®, RLP®

Retirement planning, tax planning, investing advice for widows and caregivers.

Emily Haberkern

Emily Platt

Eric Blake, CFP®

Retirement planning, Social Security optimization, retirement income planning, tax planning and investment management.

Erika Wasserman

Erin Fitzpatrick

Eunsoo Chung, CPA/PFS, CFP®, AFC®, MBA

Evan Press

Evelyn M. Zohlen, CFP®

Financial planning with a focus on serving women in transition.

Fenny Lei

Frank Byskov, CFA®, CFP®

Gennadiy Todd, CFP®

Retirement planning, education planning and debt management.

Gitanjali Kumar

Gosia Elashmawy

Grace Wigington, CFP®

Harriet Johnson Brackey CFP ®

Heike Lautenschlaeger

Ian Murray

Ilia Pérez

Jamie Lima

Jayeeta Choudhury

Jeffrey A. Drayton, CFP®, CDFA®

Jennifer Cohen

Valuation consulting.

Jennifer Jonassaint

Budgeting; Career and Income; Debt Management; Family Finances; Health and Money; Investing; Wealth Management

Jenny Chung, CFP®, CIMA®, CDFA®

Jeremiah Baba Pagano, Esq., LL.M., CEPA

Tax Attorney and Certified Exit Planning Adviser

Jill Boynton

Jill Shibuya

Julia Davis

Julia S. Lilly, MBA, CFP®, ABFP℠

Cash flow planning, investment recommendations, estate planning review, insurance risk assessment, education funding review, and retirement & legacy planning.

Julie Jenkins

Julie Quick

Justin Porter

Kaitlyn Barnes

Kaitlyn Galgano

Karen Ogden

Kashif A. Ahmed, CFP

Budgeting; Divorce and Money; Family Finances; Investing; Marriage and Money; Wealth Management.

Kate Skowronek

Kelly Shikany

Ken Hornstein

Kevin Lao, CFP®

Kristen M. Buchanan

Kristine Bennett

Lamar Hudson, CFP®

Larissa Costello, CRPC®

Laura Corbiani, CFP®

Laurie Itkin, CDFA

Leah Jones, CFA, CFP®, CDFA®, AEP®

Leela Varadharajan, MBA, CFP®

Linda Rapisardo CFP®

Lindsay Martinez CFP®

Lindsey Pae

Lindsey Slattery

Lisa Eaton

Lisa McMillan

Lissa Prudencio, AFC®, CFEI®

Liz Alf, CFP®

Louis Green, CPWA®, CFA®, CFP®

Louis Guajardo, CFP®

Marc Daner

Retirement, divorce, investing and estate planning.

Margaret Patrick, CFP® CDFA®

Margery Schiller

Mark Prendergast, CFP®

Divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies.

Mark Shemtob FSA CFP

Marlene Loeffler

Matthew E. Foreman, J.D., LL.M.

Tax preparation, Career and Income, Accounting

Melissa Powel

Melissa Walsh, CFA, CFP, AIF

Investment management and financial planning.

Michael Rodriguez

Michelle McKinnon

Mijanou Spurdle

Mike Miller

Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows

Morgan P. Wolfe, CFP®

Najeedah Ghias

Nancy Listiawan

Nancy Scinto

Neil Gartner MBA, CFP®

Financial planning, investing, retirement, budgeting and debt management.

Pam Crone

Pei Chen

Peter J Creedon

Philip Weiss

PQ Quach, CFP®

Prudence Zhu

Ramesh Singh CFP ®, CFA, MBA

Randi Bildeaux

Ravi Patel

Budgeting, Investing, College Savings, Retirement Planning, Insurance Products, Personal Debt

Rhonda Robbins, MBA, CFA

Investments, Retirement Analysis, Budgeting, Asset Analysis for Divorce

Richard Ibarra

Budgeting, Career and Income, Debt Management, Divorce and Money, Family Finances, Health and Money, Investing, Marriage and Money, Retirement, Small Business, Wealth Management