About My Practice
Waterstone Partners are financial advisors for women. Approx half of our clients are single by death, divorce or choice. The others may be married and are actively engaged in the family's financial conversation or take the lead in financial matters.
Our essence: We align financial resources with life vision. Our focus and training prepares us to address the emotional, personal side of the money equation. Our clear commitment to investment strategies that address the technical skills of market participation and protection are suitable to the vulnerability of women. We encourage our clients to live focused, balanced, positive, purposeful lives. We are part of their life support system.
We have always had a focus on women's financial issues and a commitment to women's financial literacy. Unique credentials include Western NY Representative for Women and Retirement Research in the 1990s, Certified Divorce Settlement Planning in the 1990s. Current professional offerings are Kinder Institute for Life Planning-advanced training , Sudden Money Institute - mastery training & Women, Meaning and Money Coach. We offer the US Dept of Labor/Women's Bureau "Wise Up Women.Org" program in Western NY Region as our community service.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Life insurance: NY, Health/disability insurance: NY, Fixed annuities: NY, UT, Variable annuities: NY, UT
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Mastery training with Sudden Money Institute
Cambridge Investment Research
Considerations: We have specialized training, tools and processes for women and transition.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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