Amy & Todd West
Orlando, Florida
Todd and Amy West are the dedicated husband-and-wife team behind Advocate Financial, a Florida-based financial services firm specializing in retirement and…
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SafeMoney.com is proud to recognize the women on our platform who are helping individuals and families navigate retirement planning with experience, care, and confidence.
Women continue to play an important role in retirement education and financial services. This page highlights the women on SafeMoney.com who are serving their communities and helping people better understand retirement income, planning priorities, and long-term financial confidence.
A strong advisor relationship starts with fit, not assumptions. Compare credentials, retirement-planning experience, services and compensation, and whether an advisor’s communication style works for you. Before engaging an advisor, review available regulatory records through SEC Investment Adviser Public Disclosure and FINRA BrokerCheck.
20 advisors featured
Orlando, Florida
Todd and Amy West are the dedicated husband-and-wife team behind Advocate Financial, a Florida-based financial services firm specializing in retirement and…
View Full ProfileLicensed in 27 States, California
Licensed Insurance Agent
At our agency, we offer Medicare 101 presentations, strictly educational information on Medicare, at no cost. The purpose of the presentation is to break down…
View Full ProfileWest Bloomfield Township, Michigan
Cary Constant – Director of Financial Services at PKIG–Alera Group & Founder of SafeMoneyMix.com Cary Constant serves as the Director of Financial Services at…
View Full ProfileGrayslake, Illinois
Debra Hicks is the President of DRH Retirement Solutions (formerly Hicks & Associates Insurance Services), located in Grayslake, Illinois and has been an…
View Full ProfileGoodlettsville, Tennessee
Dixie Matl is the Owner of Heritage Estate Planning, serving clients in Goodlettsville, Tennessee and the greater Nashville area. She dedicates her career to…
View Full ProfileHaymarket, Virginia
MBA
Helen Altman-Felsher, MBA founded HAF Insurance to advise individuals and businesses on sustaining financial security and asset protection through all stages…
View Full ProfileSugar Land, Texas
ERFPE – Estate, Retirement & Financial Planning Educators, LLC, a New York Foundation Advisory Structure, is led by Certified Estate Planner, Jennifer B.…
View Full ProfileWoodland Hills, California
Jesusa Servida-Gorospe and Bernard Gorospe are licensed independent financial professionals serving clients throughout Woodland Hills, California and the…
View Full ProfileLoganville, Georgia
SMC
Karen E. Garner is the owner and CEO of Garner & Smith Financial Services, a trusted financial service agency serving clients in Loganville, Georgia and the…
View Full ProfileValencia, California
Karen Featherstone is an independent Financial & Insurance Producer with more than 11 years of experience helping individuals and families in Valencia,…
View Full ProfileLouisville, Kentucky
Kelly West Ridgeway has been a licensed insurance agent since 2006, specializing in Medicare plans, including Medicare Supplements, Medicare Advantage Plans,…
View Full ProfileSarasota, Florida
Leslie Knudsen | President & CEO, Knudsen & Associates, Inc. With over 40 years of experience in financial services, Leslie Knudsen, President and CEO of…
View Full ProfileFort Worth, Texas
RICP®,CSSCS
Linda M. Disabato, RICP®, CSSCS, is the Founder of Creator of Strategies, a Fort Worth, Texas–based financial services firm dedicated to helping individuals…
View Full ProfileScottsdale, Arizona
Safe Money Certified
Linda Santana-Wiebers is the Managing Partner of SW Financial Planning, where she has dedicated over 22 years to helping families achieve financial security…
View Full ProfileSpringfield, Missouri
Lorna Hammock CF2® , the founder of National Retirement Consulting, brings over a decade of insurance industry experience. Teaming up with Tony Hammock, their…
View Full ProfileFairfield, California
With over 15 years of dedicated experience as a financial advisor, Maria Cruz has helped individuals, families, and small businesses achieve clarity and…
View Full ProfileStafford, Virginia
Certified Estate Planning Professional,ChFEBC,Master Elite IRA Advisor,Certified in Long Term Care
Nora L. Hartquist has been a financial educator for 30 years, first in her home state of Louisiana, and now in Northern Virginia, currently focusing on…
View Full ProfileKendallville, Indiana
AMDA Certified
Rose Mullins is an independent agent with Heartland Health Insurance Advisors, bringing decades of industry familiarity rooted in a strong family legacy. She…
View Full ProfileKey West, Florida
Your Advocate for Financial Professionals & Consumers Sherrie Norris is a trusted advisor advocate and consumer education specialist based in Key West,…
View Full ProfileDetroit, Michigan
Teresa L. Peete is the Owner of Complete Financial Strategies and a respected financial professional with more than two decades of experience serving…
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Women typically live longer, are more likely to take career breaks for caregiving, and often have lower lifetime earnings — all of which can affect Social Security benefits and retirement savings. Planning for longevity, income gaps, and healthcare costs can be especially important.
SafeMoney.com lists female independent financial advisors across the United States. Each advisor profile includes location, credentials, and contact information. Browse the featured advisors on this page or compare professionals by state.
Compare credentials, retirement-planning experience, services, compensation approach, and communication fit. Review an advisor's regulatory record through SEC IAPD or FINRA BrokerCheck before deciding whether to work together.
The Safe Money Certified (SMC) designation is awarded to financial professionals who have completed specialized training in safe money principles, including fixed and indexed annuities, guaranteed income strategies, and principal-protected retirement planning.
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No. Participation does not guarantee search rankings, inquiries, or clients. Consumers should evaluate advisors based on their own needs, credentials, and fit.