Helpline Volunteers

  Ilene Amiel , owner of Divorce Financial Consultant, is a CDFA (Certified Divorce Financial Analyst) and Certified Money Coach with over 25 years of experience managing daily finances. She specializes in helping women with the financial aspect of divorce prior to, during and post.  DivorceFinancialConsultant.com

Ilene Amiel, owner of Divorce Financial Consultant, is a CDFA (Certified Divorce Financial Analyst) and Certified Money Coach with over 25 years of experience managing daily finances. She specializes in helping women with the financial aspect of divorce prior to, during and post. DivorceFinancialConsultant.com

  JILLIAN BEIRNE DAVI  IS THE FOUNDER OF ABUNDANT FINANCES, A SERVICE THAT HELPS YOU GET YOURSELF OUT OF DEBT AND START AMASSING ABUNDANT SAVINGS IN RECORD TIME (WITHOUT DEPRIVATION OR EATING CAT FOOD FOR DINNER). FOR MORE HELPFUL MONEY STRATEGIES TO TURN YOUR FINANCES AROUND, VISIT  ABUNDANTFINANCES.COM

JILLIAN BEIRNE DAVI IS THE FOUNDER OF ABUNDANT FINANCES, A SERVICE THAT HELPS YOU GET YOURSELF OUT OF DEBT AND START AMASSING ABUNDANT SAVINGS IN RECORD TIME (WITHOUT DEPRIVATION OR EATING CAT FOOD FOR DINNER). FOR MORE HELPFUL MONEY STRATEGIES TO TURN YOUR FINANCES AROUND, VISIT ABUNDANTFINANCES.COM

  Michelle Buonincontr i is the Founder of Being Mindful in Divorce. She’s a divorced single mom, passionate about using her professional experience as a CFP® & CDFA™ and personal journey to support women in transition; creating confidence through education so they can make financial choices with peace of mind. Bringing together a background in investment management, tax prep and retirement planning, to provide Divorce planning (with singles or couples) and Financial Coaching services, financial literacy workshops and writings.  Beingmindfulindivorce.com

Michelle Buonincontri is the Founder of Being Mindful in Divorce. She’s a divorced single mom, passionate about using her professional experience as a CFP® & CDFA™ and personal journey to support women in transition; creating confidence through education so they can make financial choices with peace of mind. Bringing together a background in investment management, tax prep and retirement planning, to provide Divorce planning (with singles or couples) and Financial Coaching services, financial literacy workshops and writings. Beingmindfulindivorce.com

  Peter J. Creedon  is the Founder and CEO of Crystal Brook Advisors. He is a licensed Certified Financial Planner™ (CFP), ChFC and CLU with over 18 years of experience in the financial planning industry. Peter founded Crystal Brook Advisors to help professionals, couples, families, small and large businesses, and entrepreneurs reach their planning goals through financial planning and investment management. Peter teaches at the American College financial curriculum programs. Peter has been seen on CNBC, Fortune Magazine, Investopedia, Credit.com, Financial Advisor Magazine and more.  crystalbrookadvisors.com

Peter J. Creedon is the Founder and CEO of Crystal Brook Advisors. He is a licensed Certified Financial Planner™ (CFP), ChFC and CLU with over 18 years of experience in the financial planning industry. Peter founded Crystal Brook Advisors to help professionals, couples, families, small and large businesses, and entrepreneurs reach their planning goals through financial planning and investment management. Peter teaches at the American College financial curriculum programs. Peter has been seen on CNBC, Fortune Magazine, Investopedia, Credit.com, Financial Advisor Magazine and more. crystalbrookadvisors.com

  Courtney Dominguez , CFP® is a financial advisor at Payne Capital Management. She specializes in goal-based investment and retirement planning determining appropriate investments and risk given clients individual situation and needs. She hosts a weekly video series titled “Money Minutes” to provide quick financial tips and insight and has been a financial guest on networks such as CNBC and Fox Business.  paynecm.com

Courtney Dominguez, CFP® is a financial advisor at Payne Capital Management. She specializes in goal-based investment and retirement planning determining appropriate investments and risk given clients individual situation and needs. She hosts a weekly video series titled “Money Minutes” to provide quick financial tips and insight and has been a financial guest on networks such as CNBC and Fox Business. paynecm.com

  Samantha Gorelick  is a CERTIFIED FINANCIAL PLANNER™ and wealth advisor who educates people of all ages and backgrounds on financial literacy and investing. Because of her environmental studies background, Samantha is now focused on bringing Environmental, Social, and Governance (ESG) investing to her clients.  linkedin.com/in/samanthagorelick

Samantha Gorelick is a CERTIFIED FINANCIAL PLANNER™ and wealth advisor who educates people of all ages and backgrounds on financial literacy and investing. Because of her environmental studies background, Samantha is now focused on bringing Environmental, Social, and Governance (ESG) investing to her clients. linkedin.com/in/samanthagorelick

 
  Rachel Gottlieb  is a Senior Vice President Financial Advisor at UBS Wealth Management. As a founding partner of Gottlieb Rose Wealth Management, Rachel holds her Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations. Rachel partners with clients to create fully integrated, holistic plans to manage wealth and plan for the future. Ranked was ranked by Forbes/Shook as a Top Women Wealth Advisor, Top Next Generation Advisor and Top Advisor in New York City, and by Working Mother Magazine as a Top Wealth Advisor Moms. Rachel is Series 7, 31, and 66, as well as the Life, Accident and Health Insurance licensed.  financialservicesinc.ubs.com

Rachel Gottlieb is a Senior Vice President Financial Advisor at UBS Wealth Management. As a founding partner of Gottlieb Rose Wealth Management, Rachel holds her Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA™) designations. Rachel partners with clients to create fully integrated, holistic plans to manage wealth and plan for the future. Ranked was ranked by Forbes/Shook as a Top Women Wealth Advisor, Top Next Generation Advisor and Top Advisor in New York City, and by Working Mother Magazine as a Top Wealth Advisor Moms. Rachel is Series 7, 31, and 66, as well as the Life, Accident and Health Insurance licensed. financialservicesinc.ubs.com

  Amy Irvine  holds the CFP, EA, and MPAS designations, and is the founder of Irvine Wealth Planning Strategies. Many know her as one of the co-organizers of the Southern Tier's Financial Women's Conference and her podcast called "Wine and Dime." Amy is an active blogger (Monday Morning Quarter-Buck) and the author of "Uncork Your Finances." She is a member of the XY Planning Network and NAPFA, and volunteers for several charitable organizations.  irvineadvise.com

Amy Irvine holds the CFP, EA, and MPAS designations, and is the founder of Irvine Wealth Planning Strategies. Many know her as one of the co-organizers of the Southern Tier's Financial Women's Conference and her podcast called "Wine and Dime." Amy is an active blogger (Monday Morning Quarter-Buck) and the author of "Uncork Your Finances." She is a member of the XY Planning Network and NAPFA, and volunteers for several charitable organizations. irvineadvise.com

 For the last 30 years,  Robert Leitner  has provided his clients with thoughtful, expert financial advice, guiding them toward their financial goals. Robert has sat on the Board of Directors of the Westchester Estate Planning Council and Co-Chaired the Elder Law/Economic Security Council in Westchester. Committed to financial education and literacy, Mr. Leitner has taught adult education courses on Retirement Distributions at Purchase College. He is a member of the Financial Planning Association.  www.robertleitnerfan.com

For the last 30 years, Robert Leitner has provided his clients with thoughtful, expert financial advice, guiding them toward their financial goals. Robert has sat on the Board of Directors of the Westchester Estate Planning Council and Co-Chaired the Elder Law/Economic Security Council in Westchester. Committed to financial education and literacy, Mr. Leitner has taught adult education courses on Retirement Distributions at Purchase College. He is a member of the Financial Planning Association. www.robertleitnerfan.com

  Linda Matthew  is the owner of MoneyMindful Personal Finance Coaching. Combining a background in engineering and analysis with a decade of training in emotional healing, Linda brings both the numerical and emotional sides to helping her clients take care of their finances. She works with clients all over the United States and Canada, and offers individual sessions, packages and classes both in person and online.  moneymindf  ul.or  g

Linda Matthew is the owner of MoneyMindful Personal Finance Coaching. Combining a background in engineering and analysis with a decade of training in emotional healing, Linda brings both the numerical and emotional sides to helping her clients take care of their finances. She works with clients all over the United States and Canada, and offers individual sessions, packages and classes both in person and online. moneymindful.org

  Daniel G. Mazzola , CFA, CPA is an Investment Advisory Representative with American Portfolios Advisors. He is his clients’ first call for financial advice and to get things done. He prides himself on immediate responses 24/7 to calls, texts and email inquiries and concerns. He assumes responsibility for managing all aspects of a client’s financial life, including investment positioning, tax preparation and insurance procurement. He specializes in maximizing retirement income via Social Security optimization tied to a tax efficient withdrawal strategy.  Danmazzola.com

Daniel G. Mazzola, CFA, CPA is an Investment Advisory Representative with American Portfolios Advisors. He is his clients’ first call for financial advice and to get things done. He prides himself on immediate responses 24/7 to calls, texts and email inquiries and concerns. He assumes responsibility for managing all aspects of a client’s financial life, including investment positioning, tax preparation and insurance procurement. He specializes in maximizing retirement income via Social Security optimization tied to a tax efficient withdrawal strategy. Danmazzola.com

  Michelle McKinnon  is a CFP® professional and Senior Wealth Advisor at Payne Capital Management. She is also the co-host of the Smart Women Invest podcast on iTunes. She is regularly seen on Fox Business and has been featured in Business Insider. Michelle was born and raised in Tampa, Florida, and graduated from New York University with a bachelor’s of arts degree. She is a member of NYU's College of Arts & Sciences Board of Alumni and a member of The- Wing, an all women co-working and community space in NYC. In her free time she enjoys practicing Pilates and Yoga.  .linkedin.com/in/michelle-mckinnon

Michelle McKinnon is a CFP® professional and Senior Wealth Advisor at Payne Capital Management. She is also the co-host of the Smart Women Invest podcast on iTunes. She is regularly seen on Fox Business and has been featured in Business Insider. Michelle was born and raised in Tampa, Florida, and graduated from New York University with a bachelor’s of arts degree. She is a member of NYU's College of Arts & Sciences Board of Alumni and a member of The- Wing, an all women co-working and community space in NYC. In her free time she enjoys practicing Pilates and Yoga. .linkedin.com/in/michelle-mckinnon

 
  Justin Porter  is a Family CFO for people who need help understanding how the moving pieces of their financial life can work in harmony with each other. In addition to bringing the skill set of a CFP®, Justin also has a background in law and tax accounting. This well rounded knowledge base puts him in a great position to quarterback his client’s financial lives.  porterwm.com

Justin Porter is a Family CFO for people who need help understanding how the moving pieces of their financial life can work in harmony with each other. In addition to bringing the skill set of a CFP®, Justin also has a background in law and tax accounting. This well rounded knowledge base puts him in a great position to quarterback his client’s financial lives. porterwm.com

  Avani ramnani  is the Director of Wealth Management and Financial Planning at Francis Financial, a boutique firm that provides advice to women going through transitions, such as divorce, widowhood or sudden wealth. She is a Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA®) with over 14 years of experience. Avani is recognized nationwide as an expert in her field and has been quoted in publications such as CNBC, Wall Street Journal, Forbes, Bloomberg, and Investment News, to name a few. Avani is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter and volunteers with organizations such as High Water Women and Savvy Ladies.    francisfinancial.com

Avani ramnani is the Director of Wealth Management and Financial Planning at Francis Financial, a boutique firm that provides advice to women going through transitions, such as divorce, widowhood or sudden wealth. She is a Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA®) with over 14 years of experience. Avani is recognized nationwide as an expert in her field and has been quoted in publications such as CNBC, Wall Street Journal, Forbes, Bloomberg, and Investment News, to name a few. Avani is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter and volunteers with organizations such as High Water Women and Savvy Ladies. francisfinancial.com

  DAVID ZALE , CFA, IS THE GENERAL PARTNER OF ZALE CAPITAL MANAGEMENT, L.P., A REGISTERED INVESTMENT ADVISOR. ZALE HAS TWENTY YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY, INCLUDING EQUITY RESEARCH, HEDGE FUND DEVELOPMENT, AND PORTFOLIO MANAGEMENT. ZALE DIFFERENTIATES HIMSELF FROM OTHER INVESTMENT ADVISORS BY EMPHASIZING EMPATHY, EDUCATION, AND OWNERSHIP OF INVESTMENT DECISIONS. HE HAS A PERSONAL PASSION FOR TEACHING AND MENTORSHIP.  ZALECAPITAL.COM

DAVID ZALE, CFA, IS THE GENERAL PARTNER OF ZALE CAPITAL MANAGEMENT, L.P., A REGISTERED INVESTMENT ADVISOR. ZALE HAS TWENTY YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY, INCLUDING EQUITY RESEARCH, HEDGE FUND DEVELOPMENT, AND PORTFOLIO MANAGEMENT. ZALE DIFFERENTIATES HIMSELF FROM OTHER INVESTMENT ADVISORS BY EMPHASIZING EMPATHY, EDUCATION,
AND OWNERSHIP OF INVESTMENT DECISIONS. HE HAS A PERSONAL PASSION FOR TEACHING AND MENTORSHIP. ZALECAPITAL.COM

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