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Find A Financial Advisor

Financial Advisor Network

Wings for Widows Logo colored

Guidance from the Heart:
A Network of Compassionate Experts

Our volunteer coaches hail from around the country, and all have earned their CFP® designations. When you work with a CFP® coach, you are working with the best and brightest in the industry. Your professional financial advisor has one goal: to provide you with the personalized advice, guidance, and support you need to feel confident and empowered to make financial decisions about your financial future.

When you lose a spouse, managing your financial future can feel overwhelming. Wings for Widows connects you with an experienced CERTIFIED FINANCIAL PLANNER™ professional who understand the unique challenges you face and are committed to helping you regain clarity, confidence, and your financial wellness.

Our Financial Advisor Network consists of carefully selected financial advisors who hold the CFP® certification, the gold standard in financial planning. Each has completed specialized training in working with widowed individuals and commits to providing a minimum of four hours of professional guidance at no cost to you. This pro bono service allows you to work with an experienced advisor who can help you organize your financial situation, understand available benefits, identify immediate priorities, and create clear action steps for moving forward. To learn more about the areas your coach can address with you, please visit here.

Finding your advisor is straightforward. Simply browse coach profiles by state to locate professionals licensed near you. Each profile includes the advisor's professional background, areas of expertise, languages spoken, and contact information. When you find an advisor whose experience and approach align with your needs, you can contact them directly through their profile. Expect a response within one to two business days.

During your initial no-cost sessions, your advisor will focus entirely on understanding your situation and helping you navigate important financial decisions. There's no selling of products or services during this period. After completing the pro bono engagement, you and your advisor can discuss options for moving forward—whether that means continuing pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with absolutely no obligation.

If you do choose to work 1:1 with a financial coach, you will be asked to electronically sign our Client Letter of Agreement, which provides the terms and conditions for doing so. You will need to complete this before contacting a coach.

We believe everyone deserves access to professional financial guidance during this challenging transition. Our advisors provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. Take the first step today by exploring our network of financial advisors who are ready to help you move forward through this difficult time.

Find Your Financial Coach

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Available
Not Available
true
George Kastanis
BFA, CFP
Waretown
,
New Jersey
Eastern Time Zone (ET)
English
Estate Planning
Healthcare/Medicare
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Baylis Jadamec
CFP
Red Bank
,
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Risk Management/Insurance
Available
Not Available
true
David Scureman
CFP
Manasquan
,
New Jersey
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Available
Not Available
true
Eric Blake
CFP
McKinney
,
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Social Security
Available
Not Available
true
Lawrence M Albert
CFP, AIF, MBA
Marblehead
,
Massachusetts
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Debt Management
Social Security
Risk Management/Insurance
Available
Not Available
true
Frank Byskov
CFA, CFP
Bethesda
,
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Small Business
Investment Management
Philanthropy/Charitable Giving
Estate Planning
Available
Not Available
true
Alan Goldfarb
CFP, CEPA, MBA
Dallas
,
Texas
Central Time Zone (CT)
English
Estate Planning
Investment Management
Tax Planning
Retirement/Retirement Income
Financial Planning
Available
Not Available
true
Gordon Reynolds
CFA, CFP
Tucson
,
Arizona
Mountain Time Zone (MT)
English
Investment Management
Wealth Management
Estate Planning
Tax Planning
Debt Management
Available
Not Available
true
Jesse Whitsit
CFP
Hauppauge
,
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Debt Management
Social Security
Available
Not Available
true
William Keffer
ChFC, CLU, CFP
Oak Park
,
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Estate Planning
Education/College Planning
Available
Not Available
false
Diane Kraft-Dziedzic
CFP, MBA
Vienna
,
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Education/College Planning
Healthcare/Medicare
Social Security
Available
Not Available
true
Cyndy Montgomery
CFP, CPA, MBA
Dallas
,
Texas
Central Time Zone (CT)
English
Social Security
Retirement/Retirement Income
Investment Management
Estate Planning
Tax Planning
Available
Not Available
true
Chris Barnes
CFP, MSFP
Bedford
,
New Hampshire
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Tax Planning
Wealth Management
Available
Not Available
true
Elizabeth Dawson
CFA, CFP
Alexandria
,
Virginia
Eastern Time Zone (ET)
English
French
Tax Planning
Estate Planning
Wealth Management
Retirement/Retirement Income
Available
Not Available
false
Elliott Weir
CFP(R), MBA
Cedar Park
,
Texas
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Elliott Appel
CFP, CLU, RLP
Madison
,
Wisconsin
Central Time Zone (CT)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Investment Management
Risk Management/Insurance
Available
Not Available
false
Richard Chambers
CFP
Stateline
,
Nevada
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Social Security
Small Business
Available
Not Available
true
Melissa Brennan
CFP
Plano
,
Texas
Central Time Zone (CT)
English
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Education/College Planning
Available
Not Available
true
Dave McCary
CFP
West Hartford
,
Connecticut
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Philanthropy/Charitable Giving
Estate Planning
Tax Planning
Available
Not Available
true
Gary Simmerman
CFP
Brookline
,
New Hampshire
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Risk Management/Insurance
Education/College Planning
Investment Management
Available
Not Available
true
Eric Kirste
CFP, CIMA, AIF
Prospect Heights
,
Illinois
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Wealth Management
Social Security
Available
Not Available
true
Robert Just
CFP
Liverpool
,
New York
Eastern Time Zone (ET)
English
Investment Management
Wealth Management
Retirement/Retirement Income
Education/College Planning
Available
Not Available
true
Warren Arnold
CFP, CFA, ChFC
Chicago
,
Illinois
Central Time Zone (CT)
English
Wealth Management
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Allen Freeman
CFP
Bluffton
,
South Carolina
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Risk Management/Insurance
Available
Not Available
true
David Roop
CFP
Oakton
,
Virginia
Eastern Time Zone (ET)
English
French
No items found.
Available
Not Available
true
Grant Meyer
CFP, BFA
Bloomington
,
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Tax Planning
Small Business
Investment Management
Available
Not Available
true
Sharon Olson
CFP, CEPA
Bloomington
,
Minnesota
Central Time Zone (CT)
English
Wealth Management
Available
Not Available
true
Anthony M Lofaso
CFP, ChFC, CLU, RICP
Lake Worth Beach
,
Florida
Eastern Time Zone (ET)
English
Spanish
Retirement/Retirement Income
Debt Management
Financial Planning for Special Needs
Social Security
Available
Not Available
true
Lisa Zengel
CFP
San Francisco
,
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
true
Kenneth Hornstein
CFP
Pikesville
,
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Estate Planning
Wealth Management
Investment Management
Debt Management
Available
Not Available
true
Klaus G Steinke
CFP
Pleasant Hill
,
Iowa
Central Time Zone (CT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Shai Chu
CFP
Ashburn
,
Virginia
Eastern Time Zone (ET)
English
Investment Management
Available
Not Available
true
Michael L Jones
CFP, ChFC
Louisville
,
Kentucky
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Investment Management
Estate Planning
Risk Management/Insurance
Available
Not Available
false
Devin Geddings
CFP
Eagle
,
Idaho
Mountain Time Zone (MT)
English
No items found.
Available
Not Available
true
Dennis Sakurai
CFP
Richmond
,
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Timothy Steven Griesdorn
CFP
San Antonio
,
Texas
Central Time Zone (CT)
English
Risk Management/Insurance
Debt Management
Retirement/Retirement Income
Available
Not Available
true
Marianela A Silva
CFP
Orange
,
California
Pacific Time Zone (PT)
English
Spanish
Retirement/Retirement Income
Wealth Management
Tax Planning
Estate Planning
Small Business
Available
Not Available
true
Darin Shebesta
CFP, AIF, CAP, CPFA
Scottsdale
,
Arizona
Mountain Time Zone (MT)
English
Wealth Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Tax Planning
Investment Management
Available
Not Available
true
Joe Davis
CFP
New York
,
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Tax Planning
Risk Management/Insurance
Education/College Planning
Available
Not Available
true
Jacqueline Spaulding
CFP
Monterey
,
California
Pacific Time Zone (PT)
English
Estate Planning
Tax Planning
Retirement/Retirement Income
Investment Management
Wealth Management
Available
Not Available
true
Tracy Richter
CFP
Knoxville
,
Tennessee
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Jennifer Cook
CFP
Midlothian
,
Texas
Central Time Zone (CT)
English
Tax Planning
Retirement/Retirement Income
Estate Planning
Education/College Planning
Wealth Management
Available
Not Available
true
Jeffrey Mahoney
RICP, CFP(R)
Lakeille
,
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Tax Planning
Social Security
Small Business
Available
Not Available
true
Ramesh Singh
CFP, CFA
Edison
,
New Jersey
Eastern Time Zone (ET)
English
Indian
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Education/College Planning
Available
Not Available
true
John Bergstrom
CFP, ChFC, CLU
Edina
,
Minnesota
Central Time Zone (CT)
English
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Social Security
Available
Not Available
true
Kim Wurl
CFP
Bloomington
,
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Estate Planning
Tax Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Heather Holtzinger
CFP
Denver
,
Colorado
Mountain Time Zone (MT)
English
Investment Management
Wealth Management
Education/College Planning
Debt Management
Financial Planning for LGBTQ+
Available
Not Available
true
Gary Buczkowski
CFP
Gresham
,
Oregon
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Wealth Management
Financial Planning for Special Needs
Small Business
Tax Planning
Available
Not Available
false
Kate Hardin
CFP
Vancouver
,
Washington
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
Available
Not Available
true
Scott Panza
CFP
Westport
,
Connecticut
Eastern Time Zone (ET)
English
Investment Management
Retirement/Retirement Income
Education/College Planning
Debt Management
Risk Management/Insurance
Available
Not Available
true
Ashley Dour
CFP
New York
,
New York
Eastern Time Zone (ET)
English
No items found.
Available
Not Available
true
Otto Rivera
CFP
St. Cloud
,
Florida
Eastern Time Zone (ET)
English
Spanish
Tax Planning
Investment Management
Financial Planning for Special Needs
Risk Management/Insurance
Available
Not Available
true
Rick D Kelley
CFP
Tucson
,
Arizona
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Estate Planning
Investment Management
Tax Planning
Social Security
Available
Not Available
false
Kevin Lam
CFP
Wilmington
,
Delaware
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Tax Planning
Estate Planning
Wealth Management
Social Security
Available
Not Available
true
Julius Chang
CFP
San Jose
,
California
Pacific Time Zone (PT)
English
Chinese
Investment Management
Wealth Management
Tax Planning
Retirement/Retirement Income
Debt Management
Available
Not Available
true
Claudia Kane
CFP
Roseville
,
California
Pacific Time Zone (PT)
English
No items found.
Available
Not Available
true
Stephen Overstreet
CFP
Winter Park
,
Florida
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Debt Management
Financial Planning for LGBTQ+
Available
Not Available
true
Cheryl Langston
CFP
McLean
,
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Risk Management/Insurance
Available
Not Available
true
Felicia Posil
CFP
New York
,
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Estate Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Elise Hartwig
CFP
Hopkins
,
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Education/College Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Danielle Luster
CDFA, CFP
San Diego
,
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Wealth Management
Investment Management
Available
Not Available
false
Katie Lewis
CFP
Lakewood
,
Colorado
Mountain Time Zone (MT)
English
Financial Planning for LGBTQ+
Wealth Management
Tax Planning
Available
Not Available
true
Howard Jay Rubin
CFP, RICP, CDFA, CLU
Rancho Mirage
,
California
Pacific Time Zone (PT)
English
Investment Management
Retirement/Retirement Income
Risk Management/Insurance
Estate Planning
Wealth Management
Available
Not Available
true
Elizabeth McLaughlin
CFP
Lynnfield
,
Massachusetts
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Risk Management/Insurance
Estate Planning
Available
Not Available
true
Dennis Forster
CFP
Santa Barbara
,
California
Pacific Time Zone (PT)
English
Investment Management
Wealth Management
Estate Planning
Education/College Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Kyle Young
CFP
New York
,
New York
Eastern Time Zone (ET)
English
Financial Planning for LGBTQ+
Available
Not Available
false
Becky Sebastian
CFP, CDFA
Apple Valley
,
Minnesota
Central Time Zone (CT)
English
No items found.
Available
Not Available
true
David Stanfield
CFP
Seattle
,
Washington
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Wealth Management
Tax Planning
Small Business
Available
Not Available
true
Jonathan Jones
CFP, ChFC
Anniston
,
Alabama
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Megan Kopka
CFP, RLP
Wilmington
,
North Carolina
Eastern Time Zone (ET)
English
Social Security
Retirement/Retirement Income
Estate Planning
Tax Planning
Risk Management/Insurance
Available
Not Available
true
Patrick Durst
CFP
Centennial
,
Colorado
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Tax Planning
Social Security
Available
Not Available
true
Mark Colgan
CFP
Pittsford
,
New York
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Available
Not Available
true
Mariella Foley
CDFA, CFP
Westfield
,
New Jersey
Eastern Time Zone (ET)
English
Spanish
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Investment Management
Available
Not Available
true
Jeff Doughty
CFP
Wayzata
,
Minnesota
Central Time Zone (CT)
English
Retirement/Retirement Income
Wealth Management
Small Business
Education/College Planning
Philanthropy/Charitable Giving
Available
Not Available
true
Lynette S. Jones
CFP
Vienna
,
Virginia
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Education/College Planning
Healthcare/Medicare
Social Security
Investment Management
Available
Not Available
true
Liliana N. Molina
CFP
McLean
,
Virginia
Eastern Time Zone (ET)
English
No items found.
Available
Not Available
true
Jennifer Dani Ryan
CDFA, CFP
Cockeysville
,
Maryland
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Philanthropy/Charitable Giving
Estate Planning
Tax Planning
Available
Not Available
true
John Petty (Jed)
CFA, CFP
Cleveland
,
Ohio
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Investment Management
Education/College Planning
Debt Management
Philanthropy/Charitable Giving
Available
Not Available
true
Alfred (Fred) Hymans
CFP
Rocklin
,
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Tax Planning
Financial Planning for LGBTQ+
Available
Not Available
true
Jeffrey H. Stern
CFP
Sarasota
,
Florida
Eastern Time Zone (ET)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Small Business
Available
Not Available
true
H.L. Norwich
CFP
Potomac Falls
,
Virginia
Eastern Time Zone (ET)
English
Estate Planning
Tax Planning
Financial Planning for LGBTQ+
Small Business
Retirement/Retirement Income
Available
Not Available
false
Kristen M. Makari
CFP, CRPS, CPFA
West Chester
,
Ohio
Eastern Time Zone (ET)
English
Debt Management
Retirement/Retirement Income
Wealth Management
Education/College Planning
Available
Not Available
true
Esai Ferguson
CFP
Estero
,
Florida
Eastern Time Zone (ET)
English
Wealth Management
Retirement/Retirement Income
Risk Management/Insurance
Tax Planning
Estate Planning
Available
Not Available
true
Arash Navi
CFP, CPA
Irvine
,
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Tax Planning
Investment Management
Wealth Management
Debt Management
Available
Not Available
true
Hank Scherf
CFP
Scottsdale
,
Arizona
Mountain Time Zone (MT)
English
Retirement/Retirement Income
Wealth Management
Estate Planning
Risk Management/Insurance
Healthcare/Medicare
Available
Not Available
true
Jeff Moorhouse
CFP
Ventura
,
California
Pacific Time Zone (PT)
English
Retirement/Retirement Income
Investment Management
Estate Planning
Small Business
Wealth Management
Available
Not Available
true
Jean Wolfe
CFP, CIMA, CEPA
Falcon Heights
,
Minnesota
Central Time Zone (CT)
English
Estate Planning
Tax Planning
Risk Management/Insurance
Retirement/Retirement Income