Dr Michelle Marie Wealth Coaching

Robasciotti & Philipson

Wealth management by and for women and the LGBTQ community. We take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services. We work with a wide variety of clients and specialize in the needs of women and the LGBT community. Our practice is unique; we believe that emotions hold vital information needed for making clear, thoughtful choices, and financial choices are some of the most significant we make in a lifetime. Instead of following the industry standard approach of removing emotions from decision-making, we welcome them, work to understand them, and allow them to intelligently inform our clients' most important financial decisions.

Lynn Telford-Sahl, MA

Lynn Telford-Sahl, M.A. Psychology is a Certified Money Coach (CMC)® and Business Coach who helps women to overcome their financial struggles, break through money-related hurdles and live the life they have always wanted. Her mission is to empower women and help them create a financially secure future. Money Coaching is the perfect way for women to take charge of their finances, overcome money challenges and learn how to build wealth. Lynn provides a safe space to explore money issues, as well as practical guidance on how to make the most of your money. With her professional help, you can gain a new perspective on money and become more financially confident.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Engaging Women In Wealth

Engaging Women in Wealth, led by Deb Sims, is a wealth management and financial services firm based in San Diego and Rancho Santa Fe. The company's mission is to assist clients in pursuing their current and long-term goals, while protecting the wealth they have acquired throughout their lifetime. They work closely with local estate planning attorneys, CPAs and other professionals to ensure their clients receive the best advice and services. The company provides an array of services, including fee-based asset portfolio management, tax efficiency, risk management, retirement planning, financial planning, estate and charitable planning, and wealth plans for creating a family legacy. Engaging Women in Wealth's team also offers expert advice and guidance to ensure that clients are on track to reach their financial goals.

Virginia Jimenez

I assist people in shifting their mindset from a place of stress, while tackling a lot of tasks, to moving on and developing their leadership skills as the CEO of their life following the loss of a relationship. The clients I've worked with are intelligent, driven women who battle feelings of anxiety, being overwhelmed, and discontentment with their current situation. Through coaching, I help them recognize and confront their blocks, so they can gain confidence and take control of their lives. The best results are achieved with clients who commit to at least 6 months of coaching.For the last 9 years, I have been researching and practicing how to heal after heartbreak. I have attended numerous seminars and earned certifications in this area, but more than that, I have reclaimed my power to love and accept myself and to open up to new romantic relationships. Now, I am launching Love Camp 2.0 to provide support for women who want to find love again but do not know how, when, or what to do.

deMauriac Financial Consulting & Wealth Management

DeMauriac Financial Consulting & Wealth Management provides certified financial planning services designed specifically for women facing life changes. Our team of experts are dedicated to supporting our clients as they navigate through transitions such as the death of a loved one, divorce, career shifts and retirement planning. We are committed to helping women manage their finances in light of issues like pay disparities, health care costs, and longer life spans. Through comprehensive guidance and planning, we strive to empower our clients to take control of their finances and make informed decisions towards their financial future.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Elaine Lou

I was recently named one of the Top 10 Business Coaches for 2023 by Apple News. As an executive career coach for women of color and allies, I help small business owners and industry leaders realize their professional goals. My clients have seen tremendous success, earning 6-figure corporate salaries, landing multi 6-figure and 7-figure incomes, receiving $25k raises and creating their own global businesses. Above all, they are achieving a balanced lifestyle that allows them to make time for themselves, family and loved ones. At Elaine Lou, our objective is to help entrepreneurs and executive leaders transition into an aligned lifestyle and legacy in their careers, while contributing to a sustainable and equitable future. LA Weekly also recognized my work and named me the #1 Thought Leader to follow in 2023.