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

There are several ways to use the AFCPE professional search.

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

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

Find a Certified Professional

Pamela McClelland

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fianancial Educator
  • Organization
  • Comsumer Financial Protection Bureau
  • Areas of Work
  • Government
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Transitions
  • Contact Information

Karen Richel

Ric10 013
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Literacy Extension Educator
  • Organization
  • University of Idaho Extension
  • Areas of Work
  • Academia
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Insurance, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Salinamarri McBride

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Program Analyst
  • Organization
  • The Bowen Group/Zeiders
  • Years of Experience
  • 1
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Rupa Madhukar

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Organization
  • OACCS
  • Areas of Work
  • Practitioner
  • Areas of Expertise
  • Basic Money Management, Credit, Debt Management, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Personal Finance Education, Retirement
  • Contact Information

Christina Fornander

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Finance Readiness lead
  • Organization
  • Air Force
  • Areas of Work
  • Military
  • Years of Experience
  • 25
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

gwendolyn galloway

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Officer
  • Areas of Work
  • Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Transitions
  • Contact Information

Jamie Lynn Byram

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

Saudi Rodgers

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Navy
  • Areas of Work
  • Military
  • Years of Experience
  • 10
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Roberta McClintic

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Auditor
  • Organization
  • State of Florida
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 15
  • Areas of Expertise
  • Basic Money Management, Housing, Military, Personal Finance Education
  • Contact Information

Meghan Lefevre

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

Joi Tann

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • financial counselor/career counselor
  • Organization
  • Serco
  • Areas of Work
  • Government
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Military, Personal Finance Education, Transitions
  • Contact Information

Alison Whyde

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Government, Practitioner, Non-Profit Organization, Other
  • Years of Experience
  • 7
  • 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

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

Gregory Chapman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Fiduciary Advisor/Coach
  • Organization
  • Lighthouse Fiduciary Services
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Financial Issues Related to Aging or Caring for an Aging Adult, Military, Personal Finance Education, Retirement
  • Contact Information

Denise Fesel

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner
  • Organization
  • Expert-FS
  • Areas of Work
  • Government, Practitioner
  • Years of Experience
  • 35
  • 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

Andrea Clark

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor, Candidate for CFP certification
  • Organization
  • The Table Financial Planning
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 8
  • 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

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

Judy Thorson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • President
  • Organization
  • Thorson Custom Services, LLC
  • Areas of Work
  • Academia
  • Years of Experience
  • 12
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Stacey Gilbert

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Army Emergency Relief Officer
  • Organization
  • DOD
  • Areas of Work
  • Military
  • Years of Experience
  • 4
  • Areas of Expertise
  • Military
  • Contact Information

Angel Love

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

Mark Miller

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Zeiders
  • Areas of Work
  • Military
  • Years of Experience
  • 6
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Credit, Debt Management, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Lauren Welch

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Owner and Counselor
  • Organization
  • Thrive Financial Counseling
  • Areas of Work
  • Military, Practitioner, Non-Profit Organization
  • Years of Experience
  • 5
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Business, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Lisa McLain-Sharp MBA, AFC, CHC

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, CHC
  • Areas of Work
  • Military, 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

Nancy Chapman

Headshot
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • FFSC NS Annapolis
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 8
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Military, Personal Finance Education
  • Contact Information

Alfreda Salters

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Government, Non-Profit Organization
  • Years of Experience
  • 12
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Lanette Kelly

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Improvement and Audit Readiness
  • Organization
  • Ernst & Young LLP
  • Areas of Work
  • Academia, Military
  • 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, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Dolores Sherman

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • HOPE - Helping Others Progress Economically, LLC
  • Areas of Work
  • Government, Military, Practitioner, Non-Profit Organization, Other
  • Years of Experience
  • 15
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Edna Forero

Edna forero afcpe headshot 1
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • AFSC
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 2
  • 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, Transitions
  • Contact Information

Elaine Harrison

Elaine 2011
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC, FFC
  • Job Title
  • Financial Coach
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 25
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Military, Personal Finance Education, Transitions
  • Contact Information

Arthur McCann

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Inverness
  • Areas of Work
  • Government, Military, Non-Profit Organization
  • Years of Experience
  • 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, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Sarah Rohrer

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Accredited Financial Counselor
  • Organization
  • Armed Forces Services Corporation
  • Areas of Work
  • Military
  • Years of Experience
  • 5
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Lacey Langford

Img 7794
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Military Money Expert
  • Organization
  • LaceyLangford.com
  • Areas of Work
  • Military, Practitioner
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Sara Griffin

Sara griffin lthumb
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Manager
  • Organization
  • Zeiders Inc
  • Areas of Work
  • Military, Non-Profit Organization
  • Years of Experience
  • 7
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Personal Finance Education, Relationship Issues Around Money
  • Contact Information

Karen Turner

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

Beth Darius

Beth
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Community Readiness Consultant: Financial Literacy
  • Organization
  • United States Air Force
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 8
  • 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

Rosie Wright

Img 5570
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Organization
  • Zeiders Enterprise Inc.
  • Areas of Work
  • Academia, 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
  • Contact Information

Michelle Benjamin

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • InvernessTechnologies,Inc
  • Areas of Work
  • Government, Military
  • Years of Experience
  • 10
  • 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, Insurance, Military, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Nikki Obrigewitch

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFCC
  • Job Title
  • Counsellor & Community Relations
  • Organization
  • Money Mentors
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Military, Navigating Choices, Relationship Issues Around Money, Transitions
  • Contact Information

Shannon Lindstrom

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • President
  • Organization
  • MSL Financial Counseling Services
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement
  • Contact Information

Gillian McClean-Valentine

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial planning Counselor
  • Organization
  • Serco
  • Areas of Work
  • Government, Military, Other
  • Years of Experience
  • 3
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Deanna Carson

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Homeownership Program Manager
  • Organization
  • Community Home Trust
  • Areas of Work
  • Non-Profit Organization
  • Years of Experience
  • 10
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Housing, Personal Finance Education
  • Contact Information

Jamie Forehand

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Senior Financial Services Representative
  • Organization
  • SECU
  • Areas of Work
  • Non-Profit Organization, Other
  • Years of Experience
  • 2
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Credit, Debt Management, Insurance, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Judy Polyne

300x300
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Coach
  • Areas of Work
  • Academia, Practitioner, Non-Profit Organization
  • Years of Experience
  • 6
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Financial Issues Related to Aging or Caring for an Aging Adult, Housing, Insurance, Military, Navigating Choices, Personal Finance Education, Relationship Issues Around Money, Retirement, Transitions
  • Contact Information

Brian Ross

 nic9250
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Areas of Work
  • Academia, Government, Practitioner, Non-Profit Organization
  • Years of Experience
  • 15
  • Areas of Expertise
  • Addressing Income Related Events, Basic Money Management, Behavioral Issues, Business, Couples/Families, Credit, Debt Management, Family Business, Financial Issues Related to Aging or Caring for an Aging Adult, Financial Issues Related to Disabilities and Caring for a Child or Adult with Disabilities, Housing, Insurance, 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
  • 3
  • Areas of Expertise
  • Basic Money Management, Couples/Families, Credit, Debt Management, Personal Finance Education, Retirement
  • Contact Information

Gayle Evezich

100 3574 2
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Personal Financial Counselor
  • Organization
  • Zeiders
  • 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, 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

Joseph West

2015 01 23 14.07.49 4
 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • Financial Counselor
  • Organization
  • Inverness Technologies
  • Areas of Work
  • Military
  • Years of Experience
  • 20
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Military, Personal Finance Education, Retirement, Transitions
  • Contact Information

Ashley Bernard

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 Providing Local Counseling
 Providing Virtual Counseling
  • Certifications
  • AFC
  • Job Title
  • CFP®, AFC®
  • Organization
  • Ohana Financial Advocates
  • Areas of Work
  • Practitioner
  • Years of Experience
  • 4
  • Areas of Expertise
  • Basic Money Management, Behavioral Issues, Couples/Families, Credit, Debt Management, Housing, Insurance, Navigating Choices, Personal Finance Education, Relationship Issues Around Money
  • 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

Maureen Paley

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