Our pro bono CFP coaches hail from around the country and provide financial advice and planning to new widows and widowers experiencing financial trauma.
CFP®, MBA
Dallas. Texas
CFP®, CLT®, CDFA®
Bluffton, South Carolina
CFP®, AWMA®, CPA
Mission Viejo, California
CFP®, CDFA®
CFP®
Assonet, Massachusetts
CFP®
Harrison, New York
CFP®
CFP®, MBA, CLU®, BFA, CRPC®
Wayzata, Minnesota
CFP®
CFP®, CRC®
Atlanta, Georgia
CFP®, CRPS, Corporate Retirement Director
CFP®
Clearwater, Florida
CFP®
CFP®, CRI®, MBA
West Hartford, Connecticut
CFP®, RICP®, CKA®
CFP®
CFP®
Richmond, California
CFP®, MBA
CFP®, CPA
CFP®
Garland, Texas
CFA®, CFP®, CIMA®
CFP®
CFP®, CLU®, RLP®
CFP®
CFP®, CIMA®, AIF®
Prospect Heights, Illinois
CFP®
Van Nuys, California
CFP®, CFA, RPCS
CFP®, AIF®
Temple, Texas
CFP®, CFA®
Bethesda, Maryland
CFP®
CFP®
CFP®
CFP®, EA
CFP®
Bloomington, Minnesota
CFP®
Foster City, California
CFP®
CFP®, CPA/PFS
CFP®
Sarasota, Florida
CFP®
CFP®, CFA®
CFP®, CPA
Blue Ridge, Georgia
CFP®
CFP®
CFP®
CFP®, CeFT®, CEO
Atlanta, Georgia
CFP®, CPWA®
CFP®
CFP®
Owings Mills, Maryland
CFP®
CFP®, CRPS®
CFP®
Skokie, Illinois
CFP®, RICP®, WMCP®
CFP®, AIF®, MBA
CFP®
Charlotte, North Carolina
CFP®
Stony Brook, New York
CFP®
Vienna, Virginia
CFP®
CFP®
ChFC®, CFP®, MSFS
Louisville, Kentucky
CFP®
Pleasanton, California
CFP®
Saint Cloud, Florida
CFP®, CFA®
Strongsville, Ohio
CFP®
Metairie, Louisiana
CFP®, CF®, MBA
Edison, New Jersey
CFP®
CFP® , CSA, CMFC
CFP®
CFP®, CRPC
CFP®, MBA
Arlington, Virginia
CFP®
CFP®
CFP®, JD
CFP®, MBA
CFP®
Princeton, New Jersey
CFP®
CFP®, CTFA
CFP®, CFA, ChFC®