Welcome to the AFCPE® certified professional search! Our goal is to connect you with a financial professional who has both the education and experience to help with your unique financial situation.

There are several ways to use the AFCPE professional search.

  1. Search by State
  2. Search by State & Area of Expertise
  3. If you are looking for virtual counseling, search by Area of Expertise only. Professionals indicate in their profile whether they provide virtual counseling.

If you have questions or need additional assistance, please email certification@afcpe.org.

Find a Certified Professional

Pamela McClelland plfmcclelland@gmail.com

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fianancial Educator
  • Organization
  • Comsumer Financial Protection Bureau
  • Areas of Work
  • Government
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Diane Hupko

Diane profile pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Soldier & Family Assistance Center Financial Advisor
  • Organization
  • Department of the Army
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Sherri Overby

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Army Reserve Survivor Outreach Services
  • Areas of Work
  • Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Salinamarri McBride

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Analyst
  • Organization
  • The Bowen Group/Zeiders
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Jamie Lynn Byram

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Adjunct Professor/Financial Counselor
  • Organization
  • University of Georgia/Self- Employed/Zeiders
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 13
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Roberta McClintic jrfjmc@hotmail.com

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Auditor
  • Organization
  • State of Florida
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Housing, Military, Personal Finance Education
  • Contact Information

Meghan Lefevre

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Zeiders Inc
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Family Business, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Jacquelyn Nasca MS, AFC

Jackie
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • FocusOnYourMoney
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 9
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Regina Harris

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Pilar Pangelinan

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Management Specialist
  • Organization
  • FFSC Guam
  • Areas of Work
  • Academia, Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Housing, Personal Finance Education, Transitions
  • Contact Information

Gregory Chapman

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fiduciary Advisor/Coach
  • Organization
  • Lighthouse Fiduciary Services
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Personal Finance Education, Retirement
  • Contact Information

Denise Fesel

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accountant
  • Organization
  • Navy
  • Areas of Work
  • Government
  • Years of Experience
  • 35
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Katie Christy

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Credit Counselor
  • Organization
  • Mesquite Group
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Business, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Francisca Avery

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Army Community Service
  • Areas of Work
  • Government
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Rachel Pequeno

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Management Specialist
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Transitions
  • Contact Information

SHINAE YOUNG

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Readiness Program Manager
  • Organization
  • U. A. Army/ Army Community Service
  • Areas of Work
  • Government, Military, Other
  • Years of Experience
  • 12
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Lorraine Edey

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Coach/therapist
  • Organization
  • Emotional Wellness Center
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 30
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Stacey Gilbert

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Officer
  • Organization
  • DOD
  • Areas of Work
  • Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Military
  • Contact Information

Angel Love

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor
  • Organization
  • Joint Base Myer - Henderson Hall, Virginia
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Donna Colfer

Donna portrait web 2012
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 30
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Christopher Morrow

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • Contact Information

John Turnbull

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • University of Missouri
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Kristin Loostrom

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planner
  • Organization
  • Kristin Loostrom
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Lauren Nichols

Lauren profile pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • PFC
  • Organization
  • Zeiders
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Family Business, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Kendra Priddy

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Tax Accountant
  • Organization
  • n/a
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization, Other
  • Years of Experience
  • 18
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Elizabeth Wilson

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Attiyya Ingram

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Guirlene Joseph

Dfs desire favicon 15
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Senior Advisor
  • Organization
  • Desire Financial Solutions
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Leyla Burns

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Specialist
  • Organization
  • DFMWR
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Rebecca Burbach

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counsleor
  • Organization
  • Armed Forces
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Fidel Calero

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Campus Consultant
  • Organization
  • AccessLex Institute
  • Areas of Work
  • Academia, Non-Profit Organization
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Arthur McCann

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Inverness
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Sarah Rohrer

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Amy Ritter

20160109 155216
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Government, Military, Non-Profit Organization, Other
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Rebecca Lenard

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor and Instructor
  • Organization
  • Navy Marine Corp Relief Society
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Karen Turner

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Consultant
  • Organization
  • Government Employee Benefit Association
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Gesele Thomas

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Armed Forces Community Services
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Vanessa Bright

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Family & Consumer Sciences Educator
  • Organization
  • University of Maryland Extension
  • Areas of Work
  • Academia, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Credit, Debt Management, Family Business, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Kristin Wallace

Klw head shot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor and Bookkeeping Trainer
  • Organization
  • Self-Employed
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Business, Personal Finance Education
  • Contact Information

Justin Chidester

Headshot crop
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fee-Only Financial Planner
  • Organization
  • Wealth Mode Financial Planning
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Navigating Choices, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Gillian McClean-Valentine

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial planning Counselor
  • Organization
  • Serco
  • Areas of Work
  • Government, Military, Other
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Paula Mucci

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Eileen Jones

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization, Other
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Barbara Quan

Msa welcome letter test2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Money Coach
  • Organization
  • CLC Inc.
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Pauline Rozell

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Credit Counsellor
  • Organization
  • Credit Counselling Society of BC
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education
  • Contact Information

Moriah Garcia Nelson

Cwc pic
 Providing Local Counseling
 Providing Virtual Counseling

Joseph West

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Military
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Stephen Westurn

Stephen headshot 2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Managing Director
  • Organization
  • Westurn Consulting LLC
  • Areas of Work
  • Practitioner, Other
  • Years of Experience
  • 30
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Stephen Giella

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counseor
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Military
  • Years of Experience
  • 23
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Jacqueline Schlup

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planner
  • Organization
  • Brennan Wealth Advisors
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Personal Finance Education, Retirement, Transitions
  • Contact Information