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

Janie Bright, AFC, CHC

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Vice President, Financial Inclusion and Community Strategies
  • Organization
  • Local Government Federal Credit Union
  • Areas of Work
  • Practitioner, Other
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, 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, Transitions
  • Contact Information

Vivian Gentry AFC

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Solutions Training
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 20
  • Areas of Expertise
  • 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, Personal Finance Education, Retirement
  • Contact Information

Lisa O'Sullivan

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • MFLC-PFC
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Linda Jacob

Linda pic 2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Consumer Credit of Des Moines
  • Areas of Work
  • Government, Military, Practitioner, 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, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Vanessa Alanis

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

David Blancett

Dave blancett photo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Managing Member
  • Organization
  • Blancett Financial Consulting
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 31
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Robert Hill II

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • AF 2008
  • Areas of Work
  • Military
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Melissa Duncan

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Coach, Team Lead
  • Organization
  • mPowered
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Lindsay Kennedy

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization, 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, 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

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

Russell Cron

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • US Army
  • Areas of Work
  • Military
  • Years of Experience
  • 20
  • Areas of Expertise
  • Addressing Income Related Events, Business, Credit, Insurance, Military, Personal Finance Education, Retirement
  • Contact Information

Francisca Avery

300x300
 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

Norman Okada

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • AFSC
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Debt Management, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Debbie Leeds

Image
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Rachel Grimes

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Assistant Director-Outreach
  • Organization
  • University of North Texas - Student Money Management Center
  • Areas of Work
  • Academia
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Catherine Pate kcpate@afsc.com

Head shot from hai
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Service Corporation - CFPB
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 24
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Military, Personal Finance Education, Retirement
  • Contact Information

Michele Godfrey

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Consultant
  • Organization
  • Balanced Solutions
  • Areas of Work
  • Academia, Government, Military, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Jennifer Richards

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Relief Services Assistant
  • Organization
  • Navy-Marine Corp Relief Society
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Military, Personal Finance Education
  • Contact Information

Nadia Thom nthom@att.net

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 20
  • 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

Darlette McCormick

My pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Financial Counselor, Realtor, Housing Counselor
  • Organization
  • Foundations For Wealth
  • Areas of Work
  • Military, Practitioner, Other
  • Years of Experience
  • 3
  • 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

Marjorie McLean MBA

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Kara Schulte

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

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

Taft Dorman PhD, AFC

Byu i photo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Practitioner
  • Years of Experience
  • 14
  • 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

Laura Coleman

Laura coleman professional picture 2016
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Educator
  • Organization
  • Zeiders
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Russell McAlmond

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • Private Practice
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Debt Management, Military, Retirement
  • Contact Information

theresa Bailey

Head shot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • Daily Financial Success
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • 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

Rhonda Williams

Rhonda  146
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Exodus Financial Education Group
  • Areas of Work
  • Academia, Government, Military, Non-Profit Organization
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Lily Eskanos

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accountant
  • Organization
  • DeCA
  • Areas of Work
  • Government
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kimberly Rand

Kzr linkedin 250x250
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • CHC, AFC, FFC
  • Job Title
  • Principal
  • Organization
  • Dragonfly Financial Solutions
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 21
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education
  • Contact Information

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

Alexis Nerguizian

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach/Facilitator
  • Years of Experience
  • 16
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Housing, Personal Finance Education, Retirement
  • Contact Information

Allison Wunsch

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • U.S. Army
  • Areas of Work
  • Government, Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Personal Finance Education, Transitions
  • Contact Information

Rachael Yanvary

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Megan Stiles

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Director
  • Organization
  • Navy-Marine Corps Relief Society
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Military, Personal Finance Education, Relationship Issues Around Money
  • 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

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

Ricardo Mesa

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • 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, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Tonia Peasley

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Office Manager
  • Organization
  • Retirement Plan Management
  • Areas of Work
  • Military, Practitioner, Other
  • Years of Experience
  • 1
  • 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, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Melissa Zales

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • AFSC contractor for CFPB Financial Coaching Program
  • Areas of Work
  • Military
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Judith Obiofuma

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Couselor
  • Organization
  • Army National Guard and Air Force Guard/Reserves
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 4
  • 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, Insurance, Military, Navigating Choices, Personal Finance Education, Retirement, Transitions
  • Contact Information

Alex Shokrian, CFP®, AFC®, FFC™, QKA, QPA

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Service Corporation
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 34
  • 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

Crystal Mancera Meisner

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Services Manager
  • Organization
  • Western Vista FCU
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Danielle Dettenmayer

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • 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, Housing, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Shandra Thomas

Pink close
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Executive Director
  • Organization
  • Life OnTrak
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 24
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Stephanie Barrett

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Other
  • Years of Experience
  • 8
  • 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, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Stephen Westurn

Headshot
 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, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Anthony Robinson Jr

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • Northwestern Mutual
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Insurance, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Francine Valverde

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • AFSC
  • Areas of Work
  • Military
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Catherine Richard

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor/Contractor Installation Manager
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information