Financial Advisor Network

Guidance from the Heart:
A Network of Compassionate Experts
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 understands your unique challenges and is committed to helping you gain clarity, confidence, and peace of mind.
Our Financial Advisor Network offers carefully selected and trained financial advisors with the CFP® certification. Every coach is committed to providing at least four hours of professional guidance at no cost to you in a safe, judgment-free virtual sessions. 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.
Getting connected with a financial advisor is as easy as 1-2-3:
- Select your Coach. You can search by state to locate professionals near you. Each profile includes the advisor's professional credentials, areas of expertise, languages spoken, and background information. Once you find a coach whose experience aligns with your needs, you can contact them by clicking "View Bio" and "Contact Coach."
- Complete the Financial Wellness Survey. If you have completed the Financial Wellness Survey, click "Yes" and submit the brief form. You can expect to hear from the coach within 1-2 business days. If you haven't finished the Financial Wellness Survey, you can do so here.
- Sign the Client Letter of Agreement. If you agree to work with the coach, you will be asked to review and sign a letter of agreement here.
What you can expect:
During your initial four hours of pro bono (no-cost) meetings, your advisor will focus on understanding your situation and helping you navigate important financial decisions. There is no selling of products or services during this period. Your coach will help you address your biggest concerns and provide advice and suggestions covering the most important topics during virtual meetings. After completing the pro bono engagement, you and your coach can discuss options for moving forward—whether that means continuing with pro bono assistance, transitioning to professional services, or concluding the engagement. The choice is yours, with no pressure or obligation whatsoever.
Everyone deserves access to professional financial guidance during this challenging transition. And that's precisely what you receive when working with Wings for Widows. Our volunteer coaches provide their services with complete confidentiality and adhere to the CFP® Board's strict ethical standards. You couldn't be in better hands!
Take the first essential step today by exploring our network of financial advisors below.
I didn’t know what to expect from this. I was hoping for someone to teach me how to handle our money but preparing for the worst. I was ready to have some guy tell me to invest money I don’t have into things I don’t understand and then tell me to stop shopping, and that is NOT what I got. My coach was extremely empathetic, kind, and thankfully understanding… He taught me how to make a budget and gave me a general understanding of where my money is going/can go and how to keep it safe. I’m so thankful to have had such an amazing person coach me through the least amazing part of my life.
Choose Your Financial Coach


Scott Panza


Ashley Dour


Otto Rivera


Rick D Kelley


Kevin Lam


Julius Chang


Claudia Kane


Stephen Overstreet


Cheryl Langston


Felicia Posil


Elise Hartwig


Danielle Luster


Katie Lewis


Howard Jay Rubin


Elizabeth McLaughlin


Dennis Forster


Kyle Young


Becky Sebastian


David Stanfield


Megan Kopka


Patrick Durst


Mark Colgan


Mariella Foley


Jeff Doughty


Lynette S. Jones


Liliana N Molina


Jennifer (Dani) Ryan


John Petty (Jed)


Alfred (Fred) Hymans


Jeffrey H. Stern


H.L. Norwich


Kristen M. Makari


Esai Ferguson


Arash Navi


Hank Scherf


Jeff Moorhouse


Jean Wolfe


Nandita Das


Anitra Carol Brennan


Claudia F Rivers


Jessica Davis


Karen Collins


Alisa Sharp


Heather Failla


Jun Chen


Carson Wright


Rich Marciano


Roman Janos


Adam Broughton

