Top financial advisors working with single women
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.
If you're navigating financial decisions on your own, you might face unique challenges that couples don't encounter, like managing retirement savings or insurance without a partner's income. A common pitfall is overlooking how your individual goals and risks differ from joint financial planning.
- Income variability focus. Single women often have different income patterns; ask how the advisor plans for your specific cash flow and emergency needs.
- Longevity planning. Women tend to live longer, so confirm how the advisor incorporates longer retirement horizons and healthcare costs.
- Estate and beneficiary strategies. Without a spouse, your estate plan needs careful attention; check how the advisor addresses beneficiary designations and legacy goals.
- Social support considerations. Financial plans should reflect your personal support network; ask how the advisor factors in potential caregiving or support needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bruce M
Series 63, Series 65
Fairfield, CT
Merrill
Bruce Manasevit specializes in financial planning for single women, addressing retirement income strategy and multi-generational wealth transfer, which are crucial for managing longer retirement horizons and legacy goals. As a seasoned advisor at Merrill, a large firm, he offers personalized wealth management with a 1.10% AUM fee and brings 28 years of experience, including expertise in business exit strategies and college savings, setting him apart from others in the US.
Experience: 28 years
Avg account: $860,085
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Catherine C
CFP®
Oakland, CA
Curtis Financial Planning
Catherine Curtis specializes in financial planning for single women, addressing unique challenges like cash flow management and longevity planning with 13 years of experience and CFP® certification. Operating independently in Oakland, CA, her firm offers flat-fee options for complex cases and focuses on high-net-worth clients, differentiating her through a strategic asset allocation approach and educational seminars tailored to women's financial needs.
Experience: 13 years
Avg account: $2,151,316
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Carla A
CFP®
Lake Orion, MI
Nectarine
Carla Adams specializes in financial planning for single women, addressing unique needs like income variability and longevity planning with over 15 years of experience. She offers flat-fee services under $10,000 and focuses on cash flow, retirement, and life insurance, distinguishing herself with a CFP® certification and an independent, client-centered approach based in Lake Orion, MI.
Experience: 15 years
Avg account: $0
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Laura S
CFP®
Edina, MN
Torchlight Financial
Laura Seymour specializes in retirement planning with a focus on single women and baby boomers, offering tailored financial advice that addresses unique longevity and estate planning needs. As a CFP®-certified independent advisor based in Edina, MN, she provides flat-fee wealth management and consulting services, emphasizing clear communication and personalized strategies, which distinguishes her from others by combining deep experience with a client-centered approach.
Experience: 11 years
Avg account: $910,339
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Alissa M
CFP®, JD
Boca Raton, FL
Amplify My Wealth
Alissa Maizes specializes in financial planning for single women, addressing unique challenges like cash flow management and debt control, which are crucial for independent financial stability. Her approach includes flat-fee structures starting at $3,600 and VIP planning sessions, catering especially to young professionals and high earners, setting her apart with tailored services and a focus on early financial empowerment in Boca Raton, FL.
Experience: 5 years
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