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Experience the power of support firsthand with our dedicated volunteer coaches, who come from all corners of the country, united in their mission to guide you through your financial journey. Each coach proudly holds a Certified Financial Planner™ (CFP®) designation, a mark of excellence in financial planning. Discover the significance of this prestigious certification here, and understand why working with our coaches means you’re in the best of hands.
Our CFP® coaches are not just advisors; they’re your personal finance champions, volunteering their time and expertise to empower you. With a singular focus on your well-being, they’re here to offer the advice, guidance, and compassionate support you need to navigate your financial landscape with confidence. Prepare to take control of your future, secure in the knowledge that you’re backed by the very best.
Bloomington, Minnesota
2022 Coach of the Year
Bethesda, Maryland
2023 Coach of the Year
CFP®, MBA
Dallas. Texas
CFP®, CLT®, CDFA®
Bluffton, South Carolina
CFP®, AWMA®, CPA
Mission Viejo, California
CFP®, CDFA®
Apple Valley, Minnesota
CFP®
Assonet, Massachusetts
CFP®
Harrison, New York
CFP®
McLean, Virginia
CFP®, MBA
Winter Park, Florida
CFP®
Wilmington, Delaware
CFP®, CFA®
Tucson, Arizona
CFP®
Clearwater, Florida
CFP®
Austin, Texas
CFP®, RICP®, ChFC®, CASL®, CLU®
White Bear Lake, Minnesota
CFP®
Orange, California
CFP®
Pittsford, New York
CFP®, AIF®, CAP®, CPFA®
Scottsdale, Arizona
CFP®, CRI®, MBA
West Hartford, Connecticut
CFP®
Scottsdale, Arizona
CFP®
Richmond, California
CFP®, CPA
Honeoye, New York
CFP®
Van Nuys, California
CFP®, AIF®
Temple, Texas
CFP®, CFA®
Bethesda, Maryland
CFP®
Roseville, California
CFP®
Garland, Texas
CFP®
Pittsford, New York
CFP®, CLU®, RLP®
Madison, Wisconsin
CFP®
Cedar Park, Texas
CFP®
Brookline, New Hampshire
CFP®
Waretown, New Jersey
CFP®, EA
CFP®
Bloomington, Minnesota
CFP®
Foster City, California
CFP®
CFP®, CPA/PFS
Colorado Springs, Colorado
CFP®
Sarasota, Florida
CFP®, CFA®
Newburyport, Massachusetts
CFP®
Hauppauge, New York
CFP®
Eagle, Idaho
CFP®
Oxford, Alabama
CFP®
New York, New York
CFP®, CPT®
Bellingham, Massachusetts
CFP®
New Market, Maryland
CFP®
Owings Mills, Maryland
CFP®
Wilmington, Delaware
CFP®, CRPS®
West Chester, Ohio
CFP®
Skokie, Illinois
CFP®, RICP®, WMCP®
Woodland Hills, California
CFP®, AIF®, MBA
Salem, Massachusetts
CFP®
Charlotte, North Carolina
CFP®
Stony Brook, New York
CFP®
Vienna, Virginia
CFP®
Forest Hills, New York
CFP®
Walnut Creek, CA
CFP®
Saint Cloud, Florida
CFP®, CFA®
Strongsville, Ohio
CFP®, CMFA®
Metairie, Louisiana
CFP®, CF®, MBA
Edison, New Jersey
CFP®
CFP® , CSA, CMFC
CFP®
CFP®, MBA
Arlington, Virginia
CFP®
CFP®, ChFC®, MBA
CFP®
Princeton, New Jersey
CRPS®, CFP®
Palm Harbor, Florida
CFP®
Minneapolis, Minnesota
RICP®, CFP®
Victoria, Minnesota
MBA, CPA®, CFP®
Farmers Branch, Texas
CRPC®, CFP®
Hollywood, Florida
CTFA®, CFP®
West Newbury, Massachusetts
CFP®
Vienna, Virginia
ChFC®, MSFS®, CFP®
Louisville, Kentucky
CIMA®, AIF®, CFP®
Prospect Heights, Illinois
CFP®
Centennial, Colorado
CFP®
Plano, Texas
CFP®, CDFA®, CRPC®
Cockeysville, Maryland
CFP®, CLU®, ChFC®, RICP®
West Palm Beach, Florida
CFP®, CIMA®, RICP®
New Braunfels, Texas
CFP®
Huntington Beach, California
CFP®
Knoxville, Tennessee
CFP®
Pleasant Hill, Iowa
CFP®, CTFA®, CDFA®
Charlotte, North Carolina
CFP®, ChFC®
Vancouver, Washington
CFP®
Vancouver, Washington
Discover the essential skills and compassionate approaches needed to guide widowed clients through their financial and emotional journey, fostering resilience and stronger advisor-client relationships in the process.
Download our free e-Book, “Navigating New Beginnings: A Financial Advisor’s Guide to Supporting Widowed Clients” today to begin delivering compassionate and effective service that can make a meaningful difference in the lives of your widowed clients.
Wings for Widows is a Minnesota nonprofit corporation exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code.
Federal Tax Identification Number (EIN): 82-3910357
Wings for Widows does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, volunteers, vendors, donors and clients.
© Copyright 2023. Wings for Widows. All Rights Reserved.