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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 experienced CERTIFIED FINANCIAL PLANNER™ professionals who understand the unique challenges you face and are committed to helping you regain your financial confidence.

Our 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.

Finding your advisor is straightforward. Browse profiles by state to locate professionals licensed in your area. 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 their stated timeframe, typically 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 hours, 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 no obligation.

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 with confidence.

Find Your Financial Coach

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Allen Freeman
CFP®, CLT®, CDFA®
Bluffton
,
South Carolina
Daphne Winston
CFP®
Clearwater
,
Florida
Don Khieu
CFP®
Garland
,
Texas
Francesca Gervascio-Franzen
CFP®, AIF®
Temple
,
Texas
Jeffrey Stern
CFP®
Sarasota
,
Florida
Ralph Leopold
CFP®, CMFA®
Metairie
,
Louisiana
Ramesh Singh
CFP®, CF®, MBA
Edison
,
New Jersey
Tara Bansal
CFP®
Princeton
,
New Jersey
Melissa Brennan
CFP®
Plano
,
Texas
Alan Goldfarb
CFP®, MBA
Dallas
,
Texas
Cheryl Langston
CFP®
McLean
,
Virginia
Dennis Sakurai
CFP®
Richmond
,
California
Gary Simmerman
CFP®
Brookline
,
New Hampshire
Arash Navi
CFP®, AWMA®, CPA
Mission Viejo
,
California
Brandon Frye
CFP®
Assonet
,
Massachusetts
Chris Blakely
CFP®
Wilmington
,
Delaware
David McCary
CFP®, CRI®, MBA
West Hartford
,
Connecticut
David Stanfield
CFP®
Scottsdale
,
Arizona
Diane Reynolds
CFP®, CPA
Honeoye
,
New York
Elliott Appel
CFP®, CLU®, RLP®
Madison
,
Wisconsin
Elliott Weir
CFP®
Cedar Park
,
Texas
Fred Hymans
CFP®
Roseville
,
California
George Kastanis
CFP®
Waretown
,
New Jersey
Hank Scherf
CFP®
Foster City
,
California
Heather Holtzinger
CFP®
Denver
,
Colorado
James Harvey
CFP®, CPA/PFS
Colorado Springs
,
Colorado
John Petty
CFP®, CFA®
Newburyport
,
Massachusetts
Jesse Whitsit
CFP®
Hauppauge
,
New York
Jonathan Jones
CFP®
Oxford
,
Alabama
Joseph Davis
CFP®
New York
,
New York
Katy Chase
CFP®
New Market
,
Maryland
Kenneth Hornstein
CFP®
Owings Mills
,
Maryland
Kevin Lam
CFP®
Wilmington
,
Delaware
Kristen Buchanan
CFP®, CRPS®
West Chester
,
Ohio
Lamar Hudson
CFP®, RICP®, WMCP®
Woodland Hills
,
California
Larry Albert
CFP®, AIF®, MBA
Salem
,
Massachusetts
Laura Richards
CFP®
Charlotte
,
North Carolina
Lynette Jones
CFP®
Vienna
,
Virginia
Matthew Serrano
CFP®
Forest Hills
,
New York
Mike Powell
CFP®
Walnut Creek
,
CA
Otto Rivera
CFP®
Saint Cloud
,
Florida
Paul Lehman
CFP®, CFA®
Strongsville
,
Ohio
Rick Kelley
CFP® , CSA, CMFC
Tucson
,
Arizona
Robert Just
CFP®
Liverpool
,
New York
Steve Oniya
CFP®, ChFC®, MBA
Houston
,
Texas
Eileen Polese
CFP®
New York
,
NY
Esai Ferguson
CFP®
Estero
,
FL
John Bergstrom
CFP®, ChFC®, CLU®
Edina
,
MN
Linda Paul
CFP®
Ashburn
,
VA
Paul Booth
CFP®
Granite Bay
,
CA
Tim Hudson
CFP®
North Charleston
,
SC
Warren Arnold
CFP®, CFA®, ChFC®
Chicago
,
IL
Gordon Reynolds
CFP®, CFA®
Tucson
,
Arizona
Becky Sebastian
CFP®, CDFA®
Apple Valley
,
Minnesota
Stephen Overstreet
CFP®, MBA
Winter Park
,
Florida
Gerri Harrison
CFP®, EA
Johnson City
,
New York
Devin Geddings
CFP®
Eagle
,
Idaho
Thomas Pontes
CFP®, CPT®
Bellingham
,
Massachusetts
Rich Chambers
CFP®
San Francisco
,
California
Sharon Olson
CFP®
Minneapolis
,
Minnesota
David Rains
RICP®, CFP®
Victoria
,
Minnesota
Robert Lesser
CRPC®, CFP®
Hollywood
,
Florida
Tom Burleigh
CTFA®, CFP®
West Newbury
,
Massachusetts
Diane Kraft-Dziedzic
CFP®
Vienna
,
Virginia
Michael Jones
ChFC®, MSFS®, CFP®
Louisville
,
Kentucky
Eric Kirste
CIMA®, AIF®, CFP®
Prospect Heights
,
Illinois
Patrick Durst
CFP®
Centennial
,
Colorado
Dani Ryan
CFP®, CDFA®, CRPC®
Cockeysville
,
Maryland
Tony Lofaso
CFP®, CLU®, ChFC®, RICP®
West Palm Beach
,
Florida
Della Stegall
CFP®, CIMA®, RICP®
New Braunfels
,
Texas
Chris Latham
CFP®
Huntington Beach
,
California
Tracy Richter
CFP®
Knoxville
,
Tennessee
Klaus Steinke
CFP®
Pleasant Hill
,
Iowa
Meghan McBride
CFP®, CTFA®, CDFA®
Charlotte
,
North Carolina
Becky Eckert
CFP®, ChFC®
Vancouver
,
Washington
Gary Buczkowski
CFP®
Gresham
,
OR
Joshua Senders
CFP®
Port Washington
,
NY
Megan Dorn
CFP®, CLTC®, EA®
Middleton
,
WI
Molly Murphy
CFP®, RICP®, ChFC®, CASL®, CLU®
White Bear Lake
,
Minnesota
Marianela Silva
CFP®
Orange
,
California
Mark Colgan
CFP®
Pittsford
,
New York
Darin Shebesta
CFP®, AIF®, CAP®, CPFA®
Scottsdale
,
Arizona
Michael Hayward
CFP®, CLU®, CHFC®
Ponte Vedra Beach
,
FL
William Keffer
CFP®, MSPFP, MBA, EA
Oak Park
,
Illinois
Rachael Burns
CFP®
Granite Bay
,
California
Cyndy Montgomery
MBA, CPA®, CFP®
Farmers Branch
,
Texas
Kate Hardin
CFP®
Vancouver
,
Washington
Jacqueline Spaulding
CFP®
Monterey
,
California
Jeffrey Mahoney
CFP®, RICP®
Lakeville
,
MN
David Roop
CFP®, JD
Lakeville
,
MN
Katie Lewis
CFP®, M.S.
Lakewood
,
CO
Jeff Doughty
CFP®
Wayzata
,
MN
Eric Blake
CFP®
McKinney
,
TX
Liliana Molina
CFP®, CFF®
McLean
,
VA
Kim Wurl
CFP®, MSFP
Bloomington
,
MN
Elizabeth McLaughlin
CFP®
Salem
,
MA
Laura Addington
CFP®, MSFS®
Scroggins
,
TX
Julius Chang
CFP®
Cupertino
,
CA
David Julian
CFP®, JD®
Conroe
,
TX
Christopher Barnes
CFP®, MSFP
Milford
,
NH