Looking for a Female Financial Advisor
I am recently divorced and am looking for a female financial advisor/wealth manager. I have a bit of PTSD from my marriage; my ex knew "everything" about money. He was a control freak and a bully. I would like to find a woman who can guide me in investing, planning for the future, helping my son with college (?), and retirement. I want to feel comfortable around money and hopefully work with someone who is patient and clear and compassionate. I have a teenage son who has two more years of high school. No idea if ex is helping with college. He has contributed zero toward my son's private high school education. It's has been a rough ride. I want to get on the other side of it.
I appreciate any suggestions.
Jul 22, 2021
Parent Replies
I'm so sorry to hear what you are going through. I can recommend my financial advisor, Jennifer Napper at Raymond James. She specializes in working with financial issues specific to divorce. She is a warm and compassionate person and I think would be very helpful for you at this stage. She's in Walnut Creek but I primarily work with her over Zoom.
https://www.raymondjames.com/napperwealth
I am currently working with Stacy Hering Astor at Astor Financial Group. I highly recommend contacting her for a consultation to explore your options. She is/has been key at supporting me through a very challenging financial situation after divorce.
Stacy [at] Astorfg.com
415-544-0609
I highly recommend contacting Lan Shaw at Vision Financial (visionfinancialplanning.com). I think she would be a good fit for the needs you’re describing, and she’s wonderful to work with. We’ve found her to be very compassionate, insightful, and warm, with a holistic approach to financial advising and management. She’s helped us get unstuck, through difficult transitions, and to a place we feel good about.
Wishing you strength and good support!
Mary Kay Wright with Ameriprise is fabulous. I went to her with a great deal of anxiety over money management and her experience and manner were reassuring.
best of luck
I worked with Julie Scates at Asti Financial Planning in Albany. Our session was mid-pandemic, and was over the phone, so I never met her in person, but found her helpful, compassionate, and clear. Good luck and hang in there.
I highly recommend Vivian Chu. She is amazing to work with and she is brilliant, knowledgeable, and supportive!
1 (510) 648-2541
https://www.willnerassociates.com/team/vivian-chu
Haven't read through BPN posts in months, but I am so glad I did today. I can highly recommend Luna Jaffe of Lunaria Financial < https://lunariafinancial.com/> (to transform your relationship with money, build your net worth, and feel confident at the helm of your financial ship). I met her serendipitously and began working with her last year. As a recent widow, for me it started with Financial Education- feeling comfortable and intentional around money; learning the "language" and be willing to ask questions of any and all financial professionals. Luna was previously a therapist, so she is great about helping navigate tricky emotions in addition to providing financial strategies.
We have used Cheryl Vesley for the past three years and have been very pleased. She works from her Rockridge home and is very helpful, down to earth, approachable, and non-judgmental. Her rates are on her website---she doesn't sell anything or work on commission. I would encourage you to meet with her to see if she would be a good match. Her contact info is:
Cheryl Vesely, CFP®, EA, Balance Financial Planning, LLC. Financial Planning, Investing, and Taxes. 510-847-7432 www.balancefp.com