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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
Coach Since:
2021
Daphne Winston
CFP®
Clearwater
,
Florida
Coach Since:
2021
Don Khieu
CFP®
Garland
,
Texas
Coach Since:
2021
Francesca Gervascio-Franzen
CFP®, AIF®
Temple
,
Texas
Coach Since:
2021
Jeffrey Stern
CFP®
Sarasota
,
Florida
Coach Since:
2021
Ralph Leopold
CFP®, CMFA®
Metairie
,
Louisiana
Coach Since:
2021
Ramesh Singh
CFP®, CF®, MBA
Edison
,
New Jersey
Coach Since:
2021
Tara Bansal
CFP®
Princeton
,
New Jersey
Coach Since:
2021
Melissa Brennan
CFP®
Plano
,
Texas
Coach Since:
2021
Alan Goldfarb
CFP®, MBA
Dallas
,
Texas
Coach Since:
2022
Cheryl Langston
CFP®
McLean
,
Virginia
Coach Since:
2022
Dennis Sakurai
CFP®
Richmond
,
California
Coach Since:
2022
Gary Simmerman
CFP®
Brookline
,
New Hampshire
Coach Since:
2022
Arash Navi
CFP®, AWMA®, CPA
Mission Viejo
,
California
Coach Since:
2022
Brandon Frye
CFP®
Assonet
,
Massachusetts
Coach Since:
2022
Chris Blakely
CFP®
Wilmington
,
Delaware
Coach Since:
2022
David McCary
CFP®, CRI®, MBA
West Hartford
,
Connecticut
Coach Since:
2022
David Stanfield
CFP®
Scottsdale
,
Arizona
Coach Since:
2022
Diane Reynolds
CFP®, CPA
Honeoye
,
New York
Coach Since:
2022
Elliott Appel
CFP®, CLU®, RLP®
Madison
,
Wisconsin
Coach Since:
2022
Elliott Weir
CFP®
Cedar Park
,
Texas
Coach Since:
2022
Fred Hymans
CFP®
Roseville
,
California
Coach Since:
2022
George Kastanis
CFP®
Waretown
,
New Jersey
Coach Since:
2022
Hank Scherf
CFP®
Foster City
,
California
Coach Since:
2022
Heather Holtzinger
CFP®
Denver
,
Colorado
Coach Since:
2022
James Harvey
CFP®, CPA/PFS
Colorado Springs
,
Colorado
Coach Since:
2022
John Petty
CFP®, CFA®
Newburyport
,
Massachusetts
Coach Since:
2022
Jesse Whitsit
CFP®
Hauppauge
,
New York
Coach Since:
2022
Jonathan Jones
CFP®
Oxford
,
Alabama
Coach Since:
2022
Joseph Davis
CFP®
New York
,
New York
Coach Since:
2022
Katy Chase
CFP®
New Market
,
Maryland
Coach Since:
2022
Kenneth Hornstein
CFP®
Owings Mills
,
Maryland
Coach Since:
2022
Kevin Lam
CFP®
Wilmington
,
Delaware
Coach Since:
2022
Kristen Buchanan
CFP®, CRPS®
West Chester
,
Ohio
Coach Since:
2022
Lamar Hudson
CFP®, RICP®, WMCP®
Woodland Hills
,
California
Coach Since:
2022
Larry Albert
CFP®, AIF®, MBA
Salem
,
Massachusetts
Coach Since:
2022
Laura Richards
CFP®
Charlotte
,
North Carolina
Coach Since:
2022
Lynette Jones
CFP®
Vienna
,
Virginia
Coach Since:
2022
Matthew Serrano
CFP®
Forest Hills
,
New York
Coach Since:
2022
Mike Powell
CFP®
Walnut Creek
,
CA
Coach Since:
2022
Otto Rivera
CFP®
Saint Cloud
,
Florida
Coach Since:
2022
Paul Lehman
CFP®, CFA®
Strongsville
,
Ohio
Coach Since:
2022
Rick Kelley
CFP® , CSA, CMFC
Tucson
,
Arizona
Coach Since:
2022
Robert Just
CFP®
Liverpool
,
New York
Coach Since:
2022
Steve Oniya
CFP®, ChFC®, MBA
Houston
,
Texas
Coach Since:
2022
Eileen Polese
CFP®
New York
,
NY
Coach Since:
2022
Esai Ferguson
CFP®
Estero
,
FL
Coach Since:
2022
John Bergstrom
CFP®, ChFC®, CLU®
Edina
,
MN
Coach Since:
2022
Linda Paul
CFP®
Ashburn
,
VA
Coach Since:
2022
Paul Booth
CFP®
Granite Bay
,
CA
Coach Since:
2022
Tim Hudson
CFP®
North Charleston
,
SC
Coach Since:
2022
Warren Arnold
CFP®, CFA®, ChFC®
Chicago
,
IL
Coach Since:
2022
Gordon Reynolds
CFP®, CFA®
Tucson
,
Arizona
Coach Since:
2023
Becky Sebastian
CFP®, CDFA®
Apple Valley
,
Minnesota
Coach Since:
2023
Stephen Overstreet
CFP®, MBA
Winter Park
,
Florida
Coach Since:
2023
Gerri Harrison
CFP®, EA
Johnson City
,
New York
Coach Since:
2023
Devin Geddings
CFP®
Eagle
,
Idaho
Coach Since:
2023
Thomas Pontes
CFP®, CPT®
Bellingham
,
Massachusetts
Coach Since:
2023
Rich Chambers
CFP®
San Francisco
,
California
Coach Since:
2023
Sharon Olson
CFP®
Minneapolis
,
Minnesota
Coach Since:
2023
David Rains
RICP®, CFP®
Victoria
,
Minnesota
Coach Since:
2023
Robert Lesser
CRPC®, CFP®
Hollywood
,
Florida
Coach Since:
2023
Tom Burleigh
CTFA®, CFP®
West Newbury
,
Massachusetts
Coach Since:
2023
Diane Kraft-Dziedzic
CFP®
Vienna
,
Virginia
Coach Since:
2023
Michael Jones
ChFC®, MSFS®, CFP®
Louisville
,
Kentucky
Coach Since:
2023
Eric Kirste
CIMA®, AIF®, CFP®
Prospect Heights
,
Illinois
Coach Since:
2023
Patrick Durst
CFP®
Centennial
,
Colorado
Coach Since:
2023
Dani Ryan
CFP®, CDFA®, CRPC®
Cockeysville
,
Maryland
Coach Since:
2023
Tony Lofaso
CFP®, CLU®, ChFC®, RICP®
West Palm Beach
,
Florida
Coach Since:
2023
Della Stegall
CFP®, CIMA®, RICP®
New Braunfels
,
Texas
Coach Since:
2023
Chris Latham
CFP®
Huntington Beach
,
California
Coach Since:
2023
Tracy Richter
CFP®
Knoxville
,
Tennessee
Coach Since:
2023
Klaus Steinke
CFP®
Pleasant Hill
,
Iowa
Coach Since:
2023
Meghan McBride
CFP®, CTFA®, CDFA®
Charlotte
,
North Carolina
Coach Since:
2023
Becky Eckert
CFP®, ChFC®
Vancouver
,
Washington
Coach Since:
2023
Gary Buczkowski
CFP®
Gresham
,
OR
Coach Since:
2023
Joshua Senders
CFP®
Port Washington
,
NY
Coach Since:
2023
Megan Dorn
CFP®, CLTC®, EA®
Middleton
,
WI
Coach Since:
2023
Molly Murphy
CFP®, RICP®, ChFC®, CASL®, CLU®
White Bear Lake
,
Minnesota
Coach Since:
2024
Marianela Silva
CFP®
Orange
,
California
Coach Since:
2024
Mark Colgan
CFP®
Pittsford
,
New York
Coach Since:
2024
Darin Shebesta
CFP®, AIF®, CAP®, CPFA®
Scottsdale
,
Arizona
Coach Since:
2024
Michael Hayward
CFP®, CLU®, CHFC®
Ponte Vedra Beach
,
FL
Coach Since:
2024
William Keffer
CFP®, MSPFP, MBA, EA
Oak Park
,
Illinois
Coach Since:
2024
Rachael Burns
CFP®
Granite Bay
,
California
Coach Since:
2024
Cyndy Montgomery
MBA, CPA®, CFP®
Farmers Branch
,
Texas
Coach Since:
2024
Kate Hardin
CFP®
Vancouver
,
Washington
Coach Since:
2024
Jacqueline Spaulding
CFP®
Monterey
,
California
Coach Since:
2024
Jeffrey Mahoney
CFP®, RICP®
Lakeville
,
MN
Coach Since:
2024
David Roop
CFP®, JD
Lakeville
,
MN
Coach Since:
2024
Katie Lewis
CFP®, M.S.
Lakewood
,
CO
Coach Since:
2024
Jeff Doughty
CFP®
Wayzata
,
MN
Coach Since:
2024
Eric Blake
CFP®
McKinney
,
TX
Coach Since:
2024
Liliana Molina
CFP®, CFF®
McLean
,
VA
Coach Since:
2024
Kim Wurl
CFP®, MSFP
Bloomington
,
MN
Coach Since:
2024
Elizabeth McLaughlin
CFP®
Salem
,
MA
Coach Since:
2024
Laura Addington
CFP®, MSFS®
Scroggins
,
TX
Coach Since:
2024
Julius Chang
CFP®
Cupertino
,
CA
Coach Since:
2024
David Julian
CFP®, JD®
Conroe
,
TX
Coach Since:
2024
Christopher Barnes
CFP®, MSFP
Milford
,
NH
Coach Since:
2024