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

Sara Croymans

15 oct ext photo croym001
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Extension Educator
  • Organization
  • University of Minnesota Extension
  • Areas of Work
  • Academia, Military, Practitioner
  • Years of Experience
  • 23
  • 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, Transitions
  • Contact Information

Madeleine Greene

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Educator and counselor
  • Organization
  • The Money Team
  • Areas of Work
  • Academia, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, 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

Joseph Goetz

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Professor & Financial Planner
  • Organization
  • University of Georgia / Elwood & Goetz
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 12
  • 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

Elizabeth Speck

Fb img 1447940659426
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Counselor
  • Organization
  • Elizabeth Speck, LLC
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 10
  • 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, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Monica Loeppky

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • Credit Counselling Society
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 17
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Brian Pampuro

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor/Educator
  • Organization
  • Navy
  • Areas of Work
  • Military
  • Years of Experience
  • 42
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Retirement
  • Contact Information

Kathleen Hobbs

Image
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education
  • Contact Information

Christine Julius

14207623 10209467069425956 5253002342987479335 o
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Virtual Financial Counseling
  • Areas of Work
  • Government, Military, Practitioner
  • Years of Experience
  • 7
  • 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, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Andi Wrenn andi.m.wrenn@gmail.com

Andi wrenn july 2018 small
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Provider Network Manager
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Practitioner, Other
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Thomas Bradley

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Chief, Airman & Family Readiness Center
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 33
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Military, Personal Finance Education, Retirement
  • Contact Information

Shante Antrom antrom.gowans@gmail.com

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • President
  • Organization
  • Crossway Management Group
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Robert Saltkield Esquire

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Army ACS
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Leah Baugh

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military
  • Contact Information

Patricia Maxwell

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Inc.
  • Areas of Work
  • Academia, Military, Non-Profit Organization
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Dawn Torres-Gale

Dtg headshot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Member-Owner
  • Organization
  • Our Money Goals, LLC
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Trysha Upton

Trysha profile
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeider's Enterprises
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Suzanne Frie

Profile pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Non-Profit Organization, Other
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Nancy Deringer PhD

Fy14330 04 0029masterprint
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Associate Professor
  • Organization
  • University of Idaho
  • Areas of Work
  • Academia
  • Years of Experience
  • 15
  • 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Gary Swalve

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Tazim Mawani

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • OACCS
  • Areas of Work
  • Government
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Dolores Ongaro

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • OACCS
  • Areas of Work
  • Non-Profit Organization
  • Contact Information

Kelly Jabbusch

Kelly
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Bart Colom

Bartpicture
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Family Therapist/Financial Couselor
  • Organization
  • Integrity Behavioral & Coaching Solutions, LLC
  • 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, 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

Rosa McNeal, MA, AFC, Broker

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Associate Broker
  • Organization
  • Century 21 Hometown Real Estate
  • Areas of Work
  • Academia, Other
  • Years of Experience
  • 30
  • Areas of Expertise
  • Basic Money Management, Business, Credit, Debt Management, Housing, Military, Personal Finance Education
  • Contact Information

John Little

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Pathway Financial Svs.
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 14
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kimberly Shuck

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • FINRA Military Spouse Fellow
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education
  • Contact Information

Jessica Allen

Pro pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Other
  • Years of Experience
  • 16
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Military, Retirement, Transitions
  • Contact Information

Brian Lomax Sr

Brian lomax 1002
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • PFC
  • Organization
  • Zeiders
  • Areas of Work
  • Military, Non-Profit Organization, Other
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Silke Bone

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor Program Manager
  • Organization
  • Sound Outreach
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Nancy Rader

Nancy photo %282%29
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Educator/Instructor
  • Organization
  • Zeiders/Snap/WPO
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Gayane Jerome gayane.jerome@yahoo.com

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Adjunct Instructor
  • Organization
  • Pasadena City College
  • Areas of Work
  • Academia
  • Years of Experience
  • 9
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Adrian Klenz

Volume one
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner/Financial Counselor
  • Organization
  • Klenz Financial Counseling
  • Areas of Work
  • Practitioner
  • 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 Disabilities and Caring for a Child or Adult with Disabilities, Housing, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Michele Day CPA

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • Michele C. Day, CPA
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 25
  • 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Kathryn Ojerio, AFC

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • AFC
  • Organization
  • SERCO
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Military, Personal Finance Education, Transitions
  • Contact Information

Kelley VanDyke

20160507 183916
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Navy-Marine Corps Relief Society
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Carlos Colón

Carlos.college.viewx
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Career Adviser
  • Organization
  • Savannah College of Art and Design
  • Areas of Work
  • Academia
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Lindsay Medeiros

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Non-Profit Organization
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education
  • Contact Information

Ben Mercado AFC®

1x1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • Foundations Keep
  • Areas of Work
  • Government, 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, 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

Kay wade

Kays pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Student, Other
  • Years of Experience
  • 20
  • 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, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Brynne Hamer

Img 8099
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • SFL-TAP
  • Areas of Work
  • Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Billie Prater

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • AFSC
  • Areas of Work
  • Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

John Smith

Head shot2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Magellan Federal/Armed Forces Services Corporation
  • Years of Experience
  • 2
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Doug, CFP®, AFC® Bellfy

Doug 133x200
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • Synergy Financial Planning
  • 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, 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, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Andrea Bowen

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Supervisor, Work & Family Life
  • Organization
  • Fleet & Family Support Center
  • Areas of Work
  • Government
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education, Retirement, Transitions
  • Contact Information

Tony Garner

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Fort Benning Financial Readiness
  • Areas of Work
  • Academia, Government, Military
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Molly Sutz

Visuelle photography  ellwood   goetz  molly dsc 5883
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Paraplanner + Operations Coordinator
  • Organization
  • Elwood + Goetz Wealth Advisory Group
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education, Retirement
  • Contact Information

Sherry Jones

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Consultant
  • Organization
  • Private Practice
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Personal Finance Education, Retirement
  • Contact Information

Jean Marie Dillon, CFP®

Img 0436
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Principal/Owner
  • Organization
  • Freedom Financial Counseling, LLC
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 10
  • 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

Julie Tran

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Sound Outreach
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

DENISE MCGANN

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • First Command Financial Services
  • Areas of Work
  • Academia, Government, Military
  • Years of Experience
  • 2
  • 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