Top financial advisors working with female executives
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be navigating complex career milestones like promotions, relocations, or leadership transitions that affect your financial goals. Without an advisor who understands the unique challenges female executives face, you risk missing opportunities to align your finances with your evolving career path.
- Executive compensation insight. Confirm how they handle stock options, bonuses, and deferred compensation common in executive pay.
- Work-life balance planning. Ask how they incorporate career breaks or sabbaticals into your long-term financial strategy.
- Leadership transition support. See if they provide guidance on managing financial changes during job changes or board appointments.
- Negotiation and benefits expertise. Check whether they advise on optimizing executive benefits and negotiating compensation packages.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Quintina W
Series 66
Mount Pleasant, SC
Merrill
Quintina Wallace is well-equipped to support female executives in the US by offering expertise in wealth management, tax-loss harvesting, and retirement income strategy, all within a large firm setting. Her disciplined, data-driven approach, combined with a focus on employee benefits and personal retirement planning, distinguishes her from others. Additionally, her experience with healthcare professionals and military families adds a unique perspective to her advisory services.
Experience: 5 years
Avg account: $860,085
-
Maria C
CFP®, EA
Cooper City, FL
Valoria Wealth Management LLC
Maria Castillo Dominguez specializes in supporting female executives, particularly in technology, with expertise in managing complex equity compensation such as RSUs, ESPPs, and stock options. She offers a flat-fee structure with a one-time onboarding fee and additional fees based on complexity and assets under management, providing tax-smart, comprehensive financial planning nationwide from her base in Cooper City, FL.
Experience: 10 years
Avg account: $597,125
-
Melissa E
CFP®, CDFA®
Overland Park, KS
Sapphire Wealth Planning LLC
Melissa Ellis is well-equipped to support female executives navigating complex financial decisions, offering expertise in wealth management, retirement planning, and college savings. Her flat-fee structure combined with negotiable AUM fees provides flexible payment options, and her background as a Certified Financial Planner and Certified Divorce Financial Analyst adds depth, especially for clients facing life transitions like divorce or leadership changes.
Experience: 17 years
Avg account: $116,106
-
Kerry O
CFP®, EA
Walpole, MA
Ellevest
Kerry O'Brien specializes in advising female executives, particularly those managing equity compensation like RSUs and stock options, which aligns well with the financial complexities faced by this group. With 17 years of experience, CFP® certification, and a flat-fee structure starting at $4,000, she offers integrated planning that combines investment, tax, and retirement strategies, distinguishing her from others by focusing on cohesive, tax-aware wealth management for high-net-worth Gen X clients.
Experience: 17 years
Avg account: $2,336,029
-
Betsy H
CFP®, CRPC®
Germantown, TN
Forward Financial Planning
Betsy Hutchins specializes in advising female executives, offering expertise in cash flow management, retirement income strategy, and estate planning, which supports navigating complex financial decisions during career milestones. Her background in healthcare administration and behavioral finance, combined with CFP® and CRPC® certifications, distinguishes her approach, while her flat-fee structure and focus on Gen X clients provide a personalized and accessible service compared to other advisors.
Experience: 4 years
Avg account: $413,494
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)