The Savvy Ladies Volunteers are here to answer your financial questions and provide you with the tools and guidance to answer your questions. Ready to connect and get started?
The Savvy Ladies Free Financial Helpline supports women by arranging 1:1 phone, email, or virtual conversations with a pro bono expert financial volunteer to assist you with your financial question.
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.
Submitting your question is easy. The Savvy Ladies volunteers are here to provide quality financial guidance and help you achieve financial stability.
Meet the Savvy Ladies Helpline Volunteers
Search Our Volunteers
Our volunteers are listed below in alphabetical order by first name.
Abdullah Noman
Family Finances, Investing and Retirement
Alan Goldfarb, CFP, MBA
Alejandro Gutierrez
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.
Alissa Krasner Maizes, Esq.
Amala Udekigbo, CFP®
Amanda Adams
Accounting
Amanda Connaughton, CFP®
Amy Fontinelle
Amy Irvine
Divorce and Money; Family Finances; Divorce Issues; Planning for Couples
Amy Kong
Amy Marietta
Andrea Berger, CFP®
Andy Moran
Anne Beck, CFP
Anthony Veloso, CFP®, AIF®
Anu Rames
Ashesh Shah, CFP®
Audrey Johnson, 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 Bordenick
Bruce Lorenz
Financial Planning, Family Finances, Healthcare.
Cady North
Financial Planning, Wealth Management, Budget Development
Carol Simon
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®
Christina de Marval, CFA, CDFA®
Claudia LaRocque
Cynthia Keaton, SHRM-SCP
Dan Krivoniak
Debbie Morrell-Cady
Denise Howard
Denise Sarkor
Diana Yanez
Dominic Christian
Dorrette Brown, MPA
Dr. Nicole B Simpson, CFP
Drew Kurtz
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.
Erica Shockley
Erika Wasserman
Erin Fitzpatrick
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.
Ginger Brauneis
Gitanjali Kumar
Gosia Elashmawy
Grace Wigington, CFP®
Harriet Johnson Brackey CFP ®
Heike Lautenschlaeger
Hetal Saki, CFP(R)
Ian Murray
Ilia Pérez
James Mayo, CFA
James Mayo, CFA
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®
Jody Tarquinto
Jose Pena
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
Kaitlyn Barnes
Kaitlyn Galgano
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 Cunyas Torres, CERTIFIED FINANCIAL PLANNER®
Kathleen Fish
Kedisha Ebanks, CPA, MCLC
Ken Hornstein
Krish Anders
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®
Lindsay Martinez CFP®
Lindsey Pae
Lindsey Slattery
Lisa Eaton
Lisa McKnight, CFP®
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®
Madia Morgan
Marc Daner
Retirement, divorce, investing and estate planning.
Margaret Patrick, CFP® CDFA®
Margery Schiller
Marilou Poupon
Mark Prendergast, CFP®
Divorce analysis, property settlement evaluation, estate planning, and income tax mitigation strategies.
Mark Shemtob FSA CFP
Marlene Loeffler
Martina Davis
Mary Beth Franklin
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
Michael Starks
Michelle Cho, CFP®, ChSNC, BFA
Michelle McKinnon
Mijanou Spurdle
Mike Miller
Retirement and Retirement Income Planning, Tax Planning in Retirement, Social Security, Investment Management, Suddenly Single Divorce and Widows
Monica Y. Jennings, CFP™
Morgan P. Wolfe, CFP®
Nadya Scharnell
Najeedah Ghias
Nancy Listiawan
Nancy Scinto
Neil Gartner MBA, CFP®
Financial planning, investing, retirement, budgeting and debt management.
Nina Doehrman, CFP®
Pam Crone
Patricia Pasion
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
Rebecca Headley, CFP©
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
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
Sanjay Parikh
Sara Hobbs
Sara Nanchanatt, CPA, CFF
Sara Peters
Sheri Kazmierczak
Sirkka Wood
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
Summer Parry
Susan F Davis, CFP®
Susanna Anim-Mensah
Susanna Nieto
Retirement planning, income planning, budgeting, mortgages and credit.
Tierney Ziebelman
Tori Benjamin, CRPS®, CFP®
Travis Veenhuis, CFP®
Tricia Prehle, CFP®, EA, CCFC, CPA, CEP
Vanessa Martinez
Veronica McCain, CRPC®
Vickie Adams
Financial Planning, Wealth Management, Divorce.
Vijay Kanal
Vinee Mehta
Vinisha Chandiramani
Wendy A. Hammond, CFP®
