Become a Helpline Volunteer
Make a Difference. Offer Your Services Pro Bono and Sign-Up to Volunteer.
The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone consultations with a pro bono expert financial adviser who assists them with their self-identified needs. Volunteers are CFPs™, CPAs, ChFCs, CLUs, EAs, CSLP®s, CDFA®’s, MSFSs or MBAs (with Financial Planning concentration).
Savvy Ladies serves all women and provides unbiased, independent advice with no solicitations. Savvy Ladies is addressing the needs of the community we serve as we see the rising demand to educate women and help them achieve financial stability.
Join us and become a Savvy volunteer today. All Savvy Ladies volunteers are automatically covered by our pro bono E&O liability insurance.
Meet the Savvy Ladies Helpline Volunteers
Alan Goldfarb, CFP, MBA
Alexander Basco
Expertise: Family Finances; Tax preparation; Insurance Planning
Alexander Rotman CFP®
Alexandra Kraus
Alicyn McLeod, CPA, CFP®
Tax professional with a focus on multi-generational businesses; real estate investments; and trusts & estates.
Alisa Masson, MBA
Alissa Krasner Maizes, Esq.
Amanda Adams
Accounting
Amanda Blount, CFP®
Amanda Connaughton, CFP®
Amit Agrawal
Amy Fontinelle
Amy Irvine
Divorce and Money; Family Finances; Divorce Issues; Planning for Couples
Amy Kong
Amy Marietta
Andrea Berger, CFP®
Andrew Kelleher
Andrew Mason
Andy Moran
Anne Beck, CFP
Anthony Veloso, CFP®, AIF®
Antonio Lugo, CFP® CRPC™
Anu Rames
Ashesh Shah, CFP®
Audrey Johnson, CFP®
Audrey Jones, CFP®
Family Finances, Marriage and Money, Retirement, Small Business Planning
Ben Engel
Bertha Munoz, CFP® ChFC®
Beth Greulich
Brenda A. Morris
Brian Hansel
Brittney Martinez
Bruce Bordenick
Bruce Lorenz
Financial Planning, Family Finances, Healthcare.
Cady North
Financial Planning, Wealth Management, Budget Development
Carol Bertola
Carol Simon
Cassandra Smalley
Cat Morgan, CFP®
Retirement Planning, Education Planning, Insurance Planning, Wealth Management.
Catherine Dolsen
Cathy McKee
Chantel Vasquez
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®
Chris Carnazzo, CPM, CCIM
Christina de Marval, CFA, CDFA®
Christine Osterwalder
Christine Osterwalder
Claire Lampazzi, CFA
Claudia LaRocque
Cynthia Keaton, SHRM-SCP
Dan Krivoniak
Debbie Morrell-Cady
Denise Howard
Didi Chen, CFP® and CFA
Dominic Christian
Dorrette Brown, MPA
Dr. Nicole B Simpson, CFP
Dr. Rebecca R. Gao, Ph.D.，CFA, CFP®
Drew Kurtz
Durga Krishnan
Dylan Mize
Edith Martinez
Eduardo Wisbrun
Eileen C. Olson, CFP®, CDFA®, MBA, BFA
Elliott Appel, CFP®, CLU®, RLP®
Retirement planning, tax planning, investing advice for widows and caregivers.
Emily Deer, CFP®
Emily Haberkern
Emily Platt
Eric Blake, CFP®
Retirement planning, Social Security optimization, retirement income planning, tax planning and investment management.
Eric Li
Erica Shockley
Erika Wasserman
Erin Christman
Erin Fitzpatrick
Evan Press
Fenny Lei
Frank Byskov, CFA®, CFP®
Gabrielle Peterson
Gennadiy Todd, CFP®
Retirement planning, education planning and debt management.
Gina Hagen, CPA, CFP®
Ginger Brauneis
Gitanjali Kumar
Gosia Elashmawy
Grace Wigington, CFP®
Greg Gehlen
Harriet Johnson Brackey CFP ®
Heike Lautenschlaeger
Ian Murray
Ian Sheridan
Ilia Pérez
Inessa Kapustina
Irene Sudac, CDFA®
Ivan Suleiman
Izumi Carnes (Izzy), AFC®
Jamie Lima
Jamie S. Blum, CPA, CDFA®
Jayeeta Choudhury
Jeffrey A. Drayton, CFP®, CDFA®
Jennifer Caplin, FSA, ChFC
Jennifer Cohen
Valuation consulting.
Jennifer Jonassaint
Budgeting; Career and Income; Debt Management; Family Finances; Credit
Jenny Chung, CFP®, CIMA®, CDFA®
Jessica Hacker
Jessie Couper
Joanna Shear
John Mulka
Jose Pena
Julia Cooper
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 Johnson
Julie Quick
Justin Porter
Justin Pritchard
Justin Wilke, CFP®
Kaitlyn Barnes
Karen E. Burks, M.A., CFEI
Karen Ogden
Kashif A. Ahmed, CFP
Budgeting; Divorce and Money; Family Finances; Investing; Marriage and Money; Wealth Management.
Kate Skowronek
Katherine Fordon
Katy Cook
Kedisha Ebanks, CPA, MCLC
Ken Hornstein
Kendall Maccagnan, CPA, CFP®
Kirsten Ashbaugh, CFP®
Krish Anders
Kristen M. Buchanan
Kristi Jorgenson
Lamar Hudson, CFP®
Larissa Costello, CRPC®
Laura Corbiani, CFP®
Laura J. LaTourette, CFP®
Laura Pohl
Lauren Beckett, CFP®, CEPA, CVB
Laurie Itkin, CDFA
Leah Jones, CFA, CFP®, CDFA®, AEP®
Leela Varadharajan, MBA, CFP®
Linda Yonemoto
Lindsay Martinez CFP®
Lindsey Pae
Lindsey Slattery
Lisa Asher
Lisa Eaton
Lisa Silvestro, CPA
Taxes
Lisa Zengel, CFP®
Lissa Prudencio, AFC®, CFEI®
Liz Alf, CFP®
Liz Han
Lonniece McDonald
Louis Green, CPWA®, CFA®, CFP®
Louis Guajardo, CFP®
Louise Alexander, CFP®
Madeline Freilich
Marc Daner
Retirement, divorce, investing and estate planning.
Margaret Patrick, CFP® CDFA®
Margery Schiller
Marilou Poupon
Marlene Loeffler
Martina Davis
Mary Beth Franklin
Matt Fizell
Matthew E. Foreman, J.D., LL.M.
Tax preparation, Career and Income, Accounting
Melissa Powel
Melissa Powers, CFP®
Melissa Thier, CFP®, RICP®
Melissa Walsh, CFA, CFP, AIF
Investment management and financial planning.
Mia Vello
Michael Harano
Michael Rodriguez
Michael Starks
Michelle Frank
Michelle McKinnon
Mijanou Spurdle
Mike Broker, CFP®
Mike Miller
Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows
Monica Cervantes, MSA, BFA™, CDFA®
Morgan P. Wolfe, CFP®
Nadya Scharnell
Najeedah Ghias
Nancy E. Tomasich, ChFC®, SE-AWMA™
Nancy Listiawan
Nancy Scinto
Nasreen Mohammed
Neil Gartner MBA, CFP®
Financial planning, investing, retirement, budgeting and debt management.
Nina Doehrman, CFP®
Niv Persaud, CFP®
Pam Crone
Patricia Jennerjohn
Pei Chen
Peiru Chen
Peter J Creedon
Philip Weiss
PQ Quach, CFP®
Prudence Zhu
Ramesh Singh CFP ®, CFA, MBA
Ramkumar Venkataraman
Randi Bildeaux
Ravi Patel
Budgeting, Investing, College Savings, Retirement Planning, Insurance Products, Personal Debt
Rebecca Headley, CFP©
Rhonda Robbins, MBA, CFA
Investments, Retirement Analysis, Budgeting, Asset Analysis for Divorce
Rick Fingerman
Rob Just
Robert Kocembo
Robert Sharer
Budgeting; Career and Income; Debt Management; Divorce and Money; Family Finances; Investing; Marriage and Money; Retirement; Wealth Management
Robyn Bedil
Robyn Bedil
Rosemary Pistel
Rubina Hossain
Rupa Pereira
Salvador Aldrett
Samantha Cornelius Gabbard, CFP®
Retirement, planning, wealth, accumulation for new investors, and insurance planning.
Sandra A. Giudici
Sara Hobbs
Sara Nanchanatt, CPA, CFF
Sarah Sweeley, CFP®, EA
Sharon Anstey RICP®, CLTC, WMCP®
Shawn Freeman
Sheri Kazmierczak
Sirkka Wood
Sreeni Pendyala
Stacey Trimner
Stacy Miller, CFP®, MBA
Stephanie Searle
Insurance with a focus on women in all stages of life.
Stephanie Temporiti, MBA
Stephen Overstreet, CFP®
Steve Oniya
Steven Munoz
Summer Parry
Susan Lee
Susan Rogol
Susanna Anim-Mensah
Susanna Nieto
Retirement planning, income planning, budgeting, mortgages and credit.
Susanna Su
Terehas Edwards
Tierney Ziebelman
TL James, MBA, CFEI
Tori Benjamin, CRPS®, CFP®
Tricia Prehle, CFP®, EA, CCFC, CPA, CEP
Vanessa Martinez
Vickie Adams
Financial Planning, Wealth Management, Divorce.
Vijay Kanal
Vinee Mehta
Vinisha Chandiramani
Wendy A. Hammond, CFP®
