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Thank you for considering me as your Collaborative Divorce Financial Neutral. Visit www.PursestringsFinancial.com for information about our services and philosophy. Please contact me to schedule a complimentary get-acquainted meeting. I look forward to meeting you and hope to be of service.
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| Firm/BusinessName: |
Pursestrings |
| Address(es): |
205 Loma Vista Drive
Oroville CA 95966 USA
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2647 21st Avenue
San Francisco CA 94116 USA
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| Phone: |
888-380-0818 |
| Fax: |
415-759-0188 |
| Email: |
pam@pursestringsfinancial.com |
| Website: |
http://www.pursestringsfinancial.com |
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| Professional Activities |
| No response provided.
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| Professional Licenses |
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Certified Financial Planner
Registered Investment Advisor
CA Insurance License
CA Real Estate License
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| General Comments |
| No response provided. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| 1974 University of California, Berkeley, BA in Social Welfare |
| Professional Education |
1978 - 2005 Securities License – License retired in 2005
1978 - present CA Insurance License – No longer active in insurance sales
1983 - present CA Real Estate License – No longer active in real estate sales or mortgages
1987 - present CFP® mark conferred by the CFP Board of Standards
2004 - present CA Registered Investment Advisor
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2009 |
Interdisciplinary Basic Training |
Hal Bartholomew |
16 |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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