Top advisors focused on single women in the US
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 advisors unfamiliar with single women's experiences can overlook. A common pitfall is assuming your financial goals and risks align with traditional household models, which can lead to gaps in planning.
- Life stage understanding. Confirm how they account for your specific career path, family planning, and longevity expectations.
- Risk tolerance alignment. Single women often have different comfort levels with investment risk; ask how they tailor portfolios accordingly.
- Income and expense patterns. Check if they consider your unique earning trajectory and spending habits, not just generic budgets.
- Support network awareness. Inquire how they factor in your social and financial support systems, which can differ from couples or families.
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 is well-equipped to support single women in the US by integrating wealth management with retirement income strategy and multi-generational wealth transfer, addressing unique financial challenges faced by this demographic. His experience as a founder and business owner, combined with 28 years in the industry and a large-firm background at Merrill, offers a seasoned perspective that balances personalized planning with sophisticated strategies, distinguishing him from advisors with narrower focuses or less extensive firm resources.
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 such as career paths and risk tolerance with 13 years of experience. Operating independently in Oakland, CA, her firm offers flat-fee and AUM-based services, focusing on high-net-worth clients and employing a strategic asset allocation approach that differentiates her from advisors with broader or less specialized practices.
Experience: 13 years
Avg account: $2,151,316
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Carla A
CFP®
Lake Orion, MI
Nectarine
Carla Adams is well-equipped to support single women in the US by offering expertise in retirement, income, and life insurance planning, tailored to the unique financial challenges faced by this group. Her 15 years of experience, CFP® certification, and flat-fee structure provide transparent and accessible services, while her focus on mid-career professionals and millennials distinguishes her approach from others who may not specialize in these demographics.
Experience: 15 years
Avg account: $0
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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 such as cash flow, budgeting, and debt management, which are crucial for navigating financial independence. Located in Boca Raton, FL, she offers flat-fee services starting at $3,600 and provides VIP planning meetings, making her approach accessible for young professionals and high earners beginning their financial journey.
Experience: 4 years
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Jill G
CFP®
Worthington, OH
Gianola Financial Planning, LLC
Jill Gianola specializes in financial planning for single women, addressing unique challenges such as income patterns and risk tolerance with 21 years of experience and CFP® certification. Her firm offers flat-fee, non-discretionary planning focused on comprehensive strategies using diversified index and ETF investments, distinguishing her from others by emphasizing strategic asset allocation and fixed retainer fees in Worthington, OH.
Experience: 21 years
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