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

Rebecca Travnichek Ph.D., AFC

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Family Financial Education Specialist
  • Organization
  • University of Missouri Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 19
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Housing, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Laca Ossenfort

Laca color img 6000 1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Accredited Financial Counselor/Certified Housing Counselor
  • Organization
  • Pioneer Credit Counseling
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 26
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education
  • Contact Information

Annie Edwards

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Job Title
  • Accredited Financial Counselor/Certified Housing Counselor
  • Organization
  • Pioneer Credit Counseling
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 16
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Housing, Personal Finance Education
  • Contact Information

Joseph Goetz

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Professor & Financial Planner
  • Organization
  • University of Georgia
  • Areas of Work
  • Academia, 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, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Jeffrey Tomaneng CFP®

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planner
  • Organization
  • Lincoln Investment
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 22
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Family Business, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Anne Buckner

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor/Accountant
  • Organization
  • Anzelc and Associates. Inc.
  • Areas of Work
  • Practitioner, Other
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Credit, Debt Management, Housing, Personal Finance Education
  • Contact Information

cindy cindy@guidingfinancial.com

Cindy 1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor, Counselor, and Planner
  • Organization
  • Guiding Financial, LLC
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Couples/Families, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Navigating Choices, Retirement, Transitions
  • Contact Information

Sherri Overby

300x300
 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

Kathy Johnson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • 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, Business, 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

Lona Berndt

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 11
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Allison Blake

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Lead consultant
  • Organization
  • US Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 19
  • Areas of Expertise
  • Military, Personal Finance Education, 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

Christine Julius

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Virtual Financial Counseling
  • Areas of Work
  • 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

Image
 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

Margaret Macaulay

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • Credit Counselling Society
  • Years of Experience
  • 17
  • 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

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

Nancy Jackson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Credit Counsellor & Community Edcuation Coordinator
  • Organization
  • Community Counselling & Resource Centre
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 11
  • 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, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Stephanie Talcott

Talcott  stephanie
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Enterprises, Inc.
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 10
  • 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

Jacqualine Arnold

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

Mark Dunlop

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Government, Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 40
  • 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

Katie Christy

300x300
 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

Allyson Dennen

Profile pic
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders Int'l
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Gwendolyn Hannah

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Military
  • Years of Experience
  • 8
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Personal Finance Education
  • Contact Information

Be-Thy Vallejo

Bethy vallejo afcpe 2017 headshot 1
 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
  • Basic Money Management, Military, Personal Finance Education
  • Contact Information

James Fleming jamesdfleming@yahoo.com

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Readiness Program Manager
  • Organization
  • Army Community Service
  • Areas of Work
  • Government, Military
  • 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, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Boriana Helmick

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

Bruce Nieman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Military Family Life Consultant Program / Personal Financial Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 26
  • 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, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Tina Mann

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Survivor Outreach Services Financial Counselor
  • Organization
  • ACS
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 11
  • 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, Retirement, Transitions
  • Contact Information

Larry McBride

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Retirement
  • Contact Information

Chelsea Neal

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Manager, Patient Financial Services
  • Organization
  • Cheyenne Regional Medical Center
  • Areas of Work
  • Other
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Navigating Choices, Personal Finance Education
  • Contact Information

Tara DeBraber

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Social Work Case Manager
  • Organization
  • Catalyst
  • Areas of Work
  • Academia, Government, Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Joseph Chesloski chez7151@gmail.com

Photo
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Counselor
  • Organization
  • Zeiders Enterprises
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • 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

Anthony Fichera

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Management Specialist
  • Organization
  • Administration for Children and Families
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 1
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Deanna O'Neal

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Caseworker
  • Organization
  • Navy-Marine Corps Relief Society
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 10
  • 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

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, 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

Luisa Fitzgerald

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

Gregory Short

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Organization
  • Military OneSource
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 2
  • 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
  • Contact Information

Vanessa McNelley

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planning Counselor
  • Organization
  • Rapier Solutions
  • Areas of Work
  • Military
  • Years of Experience
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Navigating Choices, Transitions
  • Contact Information

Courtney Bettle

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

Wendi Faul

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

Mikelann Valterra

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Money coach, author and speaker
  • Organization
  • Women's Earning Institute
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 18
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Jas Arandia

Jas
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Planner
  • Organization
  • Simplify Financial Planning
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Kathrina St. Flavin

Trina professional
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Co-Founder and Financial Counselor
  • Organization
  • Detangle Your Money
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 2
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Personal Finance Education, Retirement
  • 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

Janine Dorsey

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FINANCIAL READINESS PROGRAM SPECIALIST
  • Organization
  • ARMED FORCES COMMUNITY SERVICE
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 9
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Doug@synergy-fp.com Bellfy

Doug 133x200
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Advisor
  • Organization
  • Synergy Financial Planning/office of Garrett Investment Advisors LLC
  • Years of Experience
  • 3
  • 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

Jason Simpson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Practitioner, Non-Profit Organization
  • Years of Experience
  • 17
  • 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

Jonathan Forte

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • FSR
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Relationship Issues Around Money
  • Contact Information