Make a Difference. Offer Your Services Pro Bono and Sign-Up to Volunteer.
Pro bono financial services can change lives, giving women in serious need a chance to achieve financial stability. Savvy Ladies looks to increase the number of Certified Financial Planner Professional pro bono volunteers assisting women on the Savvy Ladies Free Financial Helpline who are seeking guidance regarding their personal finances.
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. The majority of volunteers are CFPs™, but Savvy Ladies also accepts as Helpline volunteers professionals who are 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. Time commitment is a minimum of one hour per month to assist one client. Most volunteers provide three hours of volunteer time per month.
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 $avvy volunteer today. All Savvy Ladies volunteers are automatically covered by our pro bono E&O liability insurance.
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
AJ Ayers, CFP, EA, CSLP is the co-founder of Brooklyn FI, a financial planning, investment management, and tax planning firm in Brooklyn. AJ specializes in financial planning services for small business owners, creatives, tech professionals with equity compensation, and professional women. She left a successful career as a book editor and music journalist because she discovered a passion for helping creative people reach their financial goals. www.brooklynfi.com
Illian 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
Allison Berger, As an experienced Financial Advisor and partner who has a particular interest in working with clients in or on the cusp of retirement. She has volunteered with many financial education initiatives including: Serving as a WIN Advocate for the CFP® Board, SavvyLadies, NAPFA and Kiplinger’s “Maximize your Money” Events, Building Homes for Heroes. https://www.financialsymmetry.com
Michelle Buonincontri is the Founder of Being Mindful in Divorce. She’s a CFP® & CDFA™ with 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 financial planning and founded Crystal Brook Advisors. Peter teaches at the American College financial curriculum programs. he 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. 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
Matthew E. Foreman, Esq., is Tax Counsel at Chiesa Shahinian & Giantomasi PC. He has advised Fortune 500 companies, closely-held businesses, real estate investors, and high-net-worth individuals on international and federal tax issues. Matt is also experienced in state and local taxation issues, with an emphasis on post-Wayfair sales and use tax nexus issues throughout the country. He is licensed to practice law in New York and before the United States Tax Court. [email protected]
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 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
Rubina Kakli Hossain focuses on preparing and presenting sound holistic financial plans to ensure clients meet their goals at Sabal Palm Financial in West Palm Beach, Florida. In addition to developing financial plans, she also constructs investment portfolios tailored to meet clients’ needs, as well as work on special projects all relating to deliver an awesome client experience. She is a Certified Financial Planner™ professional who has attained prestigious CFP® certification. Rubina brings over 15 years of financial planning experience SabalPalmFinancial
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
Jennifer Jonassaint is the CEO/Founder of Jen Inspiring coach. She is a certified Life and Financial Coach, CLFC, with decades of experience in personal finance in coaching, counseling and education, credit, debit, banking, savings, goal setting, mortgage strategist in foreclosure prevention and intervention. pre and post education, budgeting, consumer advocacy, awareness and empowerment. jeninspiringcoach.com
With 30 years of financial advising experience, Robert Leitner 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. moneymindful.org
Daniel G. Mazzola, CFA, CPA is an Investment Advisory Representative with American Portfolios Advisors. 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
Tom McAndrews, CFA is a Partner at Geometric Wealth Advisors, a comprehensive financial planning & portfolio management firm serving mid-career professionals. Tom earned his MBA from the Tuck School of Business at Dartmouth College and graduated summa cum laude from Eastern Washington University. He is passionate about increasing financial literacy in the United States.
Tom Melecki is the founder and sole employee of College Affordability Solutions. tom co-authored College “Credit”: Reducing Unmanageable Student Debt and Maximizing Return on Education. He was twice a member of teams that negotiated with the U.S. Department of Education about new and revised student aid rules. He also helped initiate, develop, and manage The Common Manual, the nation’s single most comprehensive set of student loan policies. https://collegeafford.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, 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. She 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
Carrie Rattle is CEO & Founder Behavioral Cents, LLC & Master Money Coach BA Econ., MBA, CDFA ®, AFC ®. She is a 30-year veteran financial executive, with multi-country experience in banking, brokerage and credit card practices. She has worked in both Fortune 500 companies and startups. Carrie sits on the Board of Savvy Ladies. She is a member of the Association of Divorce Financial Planners, and holds the only industry accreditation for financial coaches – the AFC ®. https://www.behavioralcents.com
Tracy Sherwood, CFP® is a senior financial advisor and works closely with her clients to help them stay informed and make sound financial choices. She specializes in goal-based retirement planning and is grateful for the opportunity to use her professional training and 20+ years of experience to coach her clients in their Retirement years. She is passionate about her role in helping them live the best life possible with the assets they have. LINKEDIN
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