Helpline Volunteers
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
Abdullah Noman
Family Finances, Investing and Retirement
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®
Anu Rames
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
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
Eileen Tong
Elliott Appel, CFP®, CLU®, RLP®
Retirement planning, tax planning, investing advice for widows and caregivers.
Emily Deer
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
Hetal Saki, CFP(R)
Ian Murray
Ilia Pérez
Jamie Lima
Jamie S. Blum, CPA, CDFA®
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®, ABFPâ„
Cash flow planning, investment recommendations, estate planning review, insurance risk assessment, education funding review, and retirement & legacy planning.
Julie Jenkins
Julie Quick
Justin Porter
Justin Pritchard
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
Kristen M. Buchanan
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®
Liz Han
Louis Green, CPWA®, CFA®, CFP®
Louis Guajardo, CFP®
Marc Daner
Retirement, divorce, investing and estate planning.
Margaret Patrick, CFP® CDFA®
Margery Schiller
Marisa Fezza Pollard, CFP®, CEPA®
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
Rick Fingerman
Rob Just
Robert Sharer
Budgeting; Career and Income; Debt Management; Divorce and Money; Family Finances; Investing; Marriage and Money; Retirement; Wealth Management
Rubina Hossain
Rupa Pereira
Salvador Aldrett
Samantha Cornelius
Retirement, planning, wealth, accumulation for new investors, and insurance planning.
Sandra A. Giudici
Sara Hobbs
Sheri Kazmierczak
Sirkka Wood
Stephanie Searle
Insurance with a focus on women in all stages of life.
Stephen Overstreet, CFP®
Steve Oniya
Summer Parry
Susanna Nieto
Retirement planning, income planning, budgeting, mortgages and credit.
Tony Brown
Wealth management.
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