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

Dylan Ross CFP

Dylan ross img afcpe
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Dylan L. Ross, CFP, AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 17
  • Areas of Expertise
  • 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

Stephen Walsh

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Counsellor
  • Organization
  • Credit Counselling Services of Atlantic Canada, Inc.
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, 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, Navigating Choices
  • Contact Information

Ethel Tilley AFC

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant - Financial Management
  • Organization
  • U.S. Air Force
  • Areas of Work
  • Government
  • Years of Experience
  • 17
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Charles Harris

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 16
  • Areas of Expertise
  • Basic Money Management, Military, Personal Finance Education, Transitions

April Rodas

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • 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

Ellen Fields

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • AF 2008
  • Areas of Work
  • Military
  • Years of Experience
  • 12
  • Contact Information

Andrew Lucht

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Specialist
  • Organization
  • Army
  • Areas of Work
  • Military
  • Years of Experience
  • 18
  • Areas of Expertise
  • Basic Money Management, Credit, Military, Personal Finance Education

Annette Landry

Annette pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 3
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Jessica Padden

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • MFLC Personal Financial Counselor
  • Organization
  • Zeiders Enterprises, Inc.
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Transitions

Norma Genge

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • OACCS
  • Areas of Work
  • Non-Profit Organization

Linda Wilke

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Credit Counsellor
  • Organization
  • Credit Counselling Services of Atlantic Canada
  • Areas of Work
  • 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 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

Scott Purdie scott@solveyourdebts.com

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Counsellor
  • Organization
  • CCSAC
  • Areas of Work
  • Non-Profit Organization
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Personal Finance Education, Retirement, Transitions

Jennifer Cleator

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • Credit Counselling Services of Atlantic Canada

Mark Oleson Ph.D, LMFT, RFC, AFC

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • State of Nevada
  • Areas of Work
  • Academia, Government, Military, Practitioner
  • Years of Experience
  • 16
  • Areas of Expertise
  • 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

Barron Henry Sr.

20130407 131712
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • MMS&B Financial Services
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 11
  • Areas of Expertise
  • 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

Norman Sligar

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • 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

Caitlyn Kano

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Transitions

Quanteshia Franklin

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Specialist
  • Organization
  • U.S. Department of Defense/Dept. of the Air Force
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 8
  • 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

Kristina Heick

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Creech Airman and Family Readiness Center
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Military

Diana Hook

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC

Katrina Horsley-Watts

Katrina1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Program Director
  • Organization
  • Association for Financial Counseling and Planning Education
  • Areas of Work
  • Military, Practitioner, 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, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Kindra Cadet

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Air Force
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions

Shay James

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • CPA/Owner
  • Organization
  • Shay James, CPA
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 7
  • 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, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Keith McWilliams

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Government, Military
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, 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, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

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

Ryan Yarnell

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Employment Readiness Program Manager
  • Organization
  • Army Community Service
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Insurance, Military, Personal Finance Education, Retirement
  • Contact Information

Emily Philippe

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Partner
  • Organization
  • Croniser, Lawrence & Philippe CPAs LLP
  • Areas of Work
  • Academia, Government, Military, Practitioner
  • Years of Experience
  • 18
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Debt Management, Military, Personal Finance Education
  • Contact Information

Adeline Pesche

Merinowealthbooth 20
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Client Service Manager
  • Organization
  • Merino Wealth Management
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Lisa Philios

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money

Titilope Idowu

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • 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, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Carly Wardwell

300x300
 Not Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Non-Profit Organization
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Housing, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Megan Corbett-Hanson

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • ASAP Specialist
  • Organization
  • Fort Drum Army Substance Abuse Program (ASAP)
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 7
  • 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

Stephen Kimmick

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Readiness Specialist
  • Organization
  • Amry Community Services
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Leslie Barbour

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Government
  • Years of Experience
  • 20

David Earsing

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Work and Family Life Specialists
  • Organization
  • United States Navy
  • Areas of Work
  • Government
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Retirement, Transitions

Nashira Lynton

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 4
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Ellis Liddell

Td headshot 240
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Program Innovation
  • Organization
  • The Financial Clinic
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

John Edward Dallas

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Counselor for Asset Building
  • Organization
  • Bedford Stuyvesant Restoration Corporation
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 8
  • 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, Navigating Choices, Personal Finance Education, Transitions

Juliette Saisselin

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, 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

Michelle Gershfeld

Michelle 0019.highres
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Counselor
  • Organization
  • Get Financially Fit
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 27
  • 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, Relationship Issues Around Money, Retirement, Transitions

Steven Schanely

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • AFSC
  • Areas of Work
  • Government
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Derek Brainard

Derek brainard 4843
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Literacy Coordinator
  • Organization
  • Syracuse University
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions

Jason Shumaker

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director of Student Accounts
  • Organization
  • Colgate University
  • Areas of Work
  • Academia
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Debt Management, Navigating Choices, Personal Finance Education

Susan Kenneally

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Vice President financial services
  • Organization
  • Glens Falls National Bank
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 30
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Rhonda Sherwin

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Veterans Financial Coach
  • Organization
  • Armed Forced Services Corporation
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement

Robert Clark

300x300
 Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Readiness Educator
  • Organization
  • FMWR/ACS
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Couples/Families, 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, Personal Finance Education, Retirement, Transitions
  • Contact Information

Pamela Capalad

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Founder & Financial Planner
  • Organization
  • Brunch & Budget
  • Areas of Work
  • Practitioner
  • 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, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Victor Lee

300x300
 Not Providing Local Counseling
 Not Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Areas of Work
  • Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Retirement