Lauren Leidner Bloom, CFP®

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About Lauren Leidner Bloom, CFP®

Lauren Leidner Bloom has over 25 years of experience in the Financial Services Industry. She has always enjoyed helping people think about their financial future and then set a financial plan to match their dreams.

Bloom Investment was launched to help women at a crossroads in their life-whether you are newly divorced, widowed, single due to choice or circumstance or need professional assistance in merging finances with a new spouse, Lauren will listen to your story and craft a personalized solution.

Lauren’s strengths include compassion, confidentiality, learning the specific needs of her clients and tailoring a solution to those needs. She is a pro at translating complicated financial terms to “plain english” as well as asking the right questions.

Lauren spent 20 years working in Financial Services in Boston. Her employers including Putnam Investments, Fidelity Investments and MassMutual Retirement Plans. She has been a Certified Financial Planner® since 2004.

Jacki Farrar, CFP®, CDFA

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About Jacki Farrar, CFP®, CDFA

Integrity Financial Strategies is a boutique, fee-only financial planning firm that specializes in helping those in transition gain clarity and confidence in their financial future.

We offer investment management, financial planning and transition planning including career changes, divorce, retirement, death of a loved one, starting a family, blending families, inheriting wealth or selling a business.

With 15 years in financial services, Jacki has extensive experience working with women who mange their finances on their own – single, divorced, widowed, women who experience sudden wealth and women lead households. She is passionate about partnering with her clients to help them navigate their financial lives and gain a sense of control over their financial future.

In her free time Jacki enjoys the gym, paddleboarding, walking with her pup Cadence and time with friends and family.

Regina Neenan, CFP®

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About Regina Neenan, CFP®

It’s nice to meet you! I’m Regina, and I’m part of the team at Financial Planning Fort Collins (FPFoCo) where we excel at working with successful women and couples as well as individuals serving as trustees.

Allow me to introduce myself …

• First things first, I’m Regina Neenan, and my pronouns are they/them.
• I’m a CERTIFIED FINANCIAL PLANNER™ professional and Your Full-Time Fiduciary®.
• I started with FPFoCo in 2018 and have been loving it ever since. (That’s why I’m here!) I also became a partner in the firm in 2021.
• I hold a Bachelor of Science in Media Studies, aka communication science, and a Bachelor of Arts in Spanish, although I’m not so fluent anymore!

At Financial Planning Fort Collins …

• We offer financial planning, investment management, and income tax preparation as one comprehensive approach.
• Your first meeting with me after your initial consultation will be your data consultation: Gathering all of the hard facts, figures, and paperwork relevant to your financial life.
• Through a team-based approach, we’ll collaborate with my fellow employee-owners and CFP® professionals to build the optimal financial plan specifically for you.
• My specialties include guiding you through cash-flow planning, aka budgeting, and insurance planning.

If you’d like to know a bit about me as a person …

• I’m from the driftless midwest and am a Green Bay Packers fan. Go Pack Go!
• I’ve loved finance since I was a kid. It runs in the family: My mom is a former bank teller and dad the son of a city treasurer. Fun fact: I still balance my checkbook the old-fashioned way.
• I moved to Fort Collins in 2015 with my little family: My partner Zack and our cat Coco. I enjoy exploring Colorado, whether it’s running through my neighborhood, biking to a brewery, throwing a frisbee through a disc golf course, or hiking and camping in the Rockies.

My favorite part about working with clients like you is learning your stories — and helping you write the next chapter. But enough about me. Grab a time for a complimentary initial consultation, where you can tell me about yourself and what you’re looking for in a financial planning relationship!

Anika Hedstrom, CFP®, MBA

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About Anika Hedstrom, CFP®, MBA

As co-founder of Uplevel Wealth, I create thoughtful financial plans that help families design and lead intentional lives.

I’m committed to my work. Here’s why.

Once upon a time, I worked alongside exceptionally bright, accomplished professionals on investment trading floors and as an expat in SE Asia.

I was surprised to learn how few of these professionals had a vision for their own financial lives.

This dichotomy stuck with me.

Fast forward several years. I became a CERTIFIED FINANCIAL PLANNER™, served accomplished professionals at a boutique wealth management firm, shared advice on how to make better money moves with NerdWallet, and went on to lead financial planning for clients at a large registered investment advisory firm.

I co-founded Uplevel Wealth to help professionals at the top of their game level-up, build wealth, and create plans for their possibilities.

When I’m not perfecting financial plans, you can find me downhill skiing, whitewater rafting, enjoying a glass of good Oregon pinot, or chasing after my young twins as they head in opposite directions.

Shea Newton, CFP®, RICP®

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About Shea Newton, CFP®, RICP®

My name is Shea and I help you get your financial life organized and on track so that you can do the things you love to do! I was a single mom for 20 years and learned a lot through that journey that I want to share with you. By virtue of my own story and my 15+ years of experience helping people reach their financial goals, I am confident that I can help you with your own situation.

After 15 years in the DC metro area, I just moved to the Florida panhandle with my husband and 2 dogs-Rocky & Marley. My daughter is in medical school in southwest Virginia and I grew up in Alabama. When I’m not helping clients with their finances, you can find me travelling to new places, getting crafty or doing some type of home improvement.

I am a CFP® and a RICP®. These are my Clifton Strengths from the book Strengthsfinder 2.0:

Deliberative
Relator
Analytical
Responsibility
Futuristic

I look forward to getting to know you and supporting you in living your best life.

Sarah Paulson, CFP®

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About Sarah Paulson, CFP®

“Wealth is the ability to truly experience life.” — Henry David Thoreau

Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I’m doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. I focus on empowering people born in the ’80’s and ’90’s to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn’t have to be so hard.

If money is a tool you aren’t really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let’s find your wealth, together.

In my spare time, you can find me passionately advocating for women’s rights – I currently hold a seat on the board of the Women’s Fund for the Fox Valley Region – and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece!

Read Sarah’s blog here: https://valkyriefinancial.wordpress.com/blog/

Cathy Curtis, CFP®

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About Cathy Curtis, CFP®

For the last 20 years, Cathy has engaged her skills to help women get clarity and feel confident about their finances. She has deep experience working with women who manage their finances on their own – single, divorced, or widowed and women who experience sudden wealth.

As an industry-recognized author, podcaster, and thought leader, Cathy helps educate the public on personal finance through her position on the CNBC Financial Advisor Council, her award-winning blog, Of Independent Means, and her widely-followed Twitter feed (@CathyCurtis). In 2019, U.S. News & World Report named her one of 9 Women in Finance to Follow on Twitter.

For the last four calendar years, Cathy has been named an Investopedia 100 Top Financial Advisor, and she was named among the top ten Most Influential Advisors of 2020. The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning, and wealth management. They influence the practice of financial advice, and help educate millions of investors.

Cathy was recognized by InvestmentNews as one of its 2020 Women to Watch in the financial advice industry. She was selected based on her demonstrated success and proven ability to effect change in the financial advisory industry, specifically by serving as a role model to other female professionals in her field and donating her time to educate her community on personal finance.

Cathy is also an Assistant Adjunct Professor at Mills College in Oakland, California. She stays current on personal finance topics through her affiliations with The National Association for Personal Financial Advisors (NAPFA), and the Certified Financial Planner Board of Standards (CFP®).

In addition, Cathy is a CERTIFIED FINANCIAL PLANNER™. The CFP® certification is recognized as the standard of excellence for the financial planning profession. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

Read Cathy’s blog here: https://curtisfinancialplanning.com/of-independent-means/

Tammy Goodman, CFP®, MBA

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About Tammy Goodman, CFP®, MBA, CECP®

Over 20 years of my career has involved working with financial programs for executives and high net worth individuals in different capacities and environments. I have been labeled an ace in the executive compensation arena, having spent many years at public companies in different capacities in the development, execution and administration of executive compensation and benefit programs. My days have been filled with uncountable consultations about how equity awards work, and translating the ins and outs of nonqualified benefits (like deferred compensation and supplemental retirement programs), and helping departing executives navigate the complexities of their company benefits following employment terminations. I understand how the abstract concepts of an employer’s executive compensation programs actually translate into “in your wallet” outcomes.

My background also includes extensive experience with life insurance, serving clients in the analysis and service of custom-designed life insurance policies.

I have also dedicated time volunteering as a financial mentor, assisting young women set priorities, identify spending patterns and tackle consumer debt.

Because of my passion to for helping others with personal finance, I established Tammy Goodman Financial, LLC, to offer financial planning services complimented by the uncommon knowledge of unique benefit programs.

Anh Thu Tran, CFP®, MBA

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About Anh Thu Tran, CFP®, MBA

I help single women gain greater clarity, control, and confidence in their finances so they can live life on their own terms.

I am you. My journey into personal finance started unexpectedly more than 20 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He ended up selling them expensive load funds (5.75%) that further enriched him while hampering their returns. After a year and a half, I caught on and made the tough decision of letting him go and overseeing our family’s finances myself.

As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security. Why?

While there are still a number of social, professional, personal, and psychological biases that hold us back, we are far from helpless. Never have we been better positioned to save ourselves.

We have many of the resources we need to further secure our financial well-being. And, money is just one of them. As with any resource, money has its own energy. I can teach you to harness it more efficiently. In so doing, you can transform money from being the wind in your face to the wind on your back. This will help you go quicker, farther, and with less effort.

Our society often equates money with wealth. While there is overlap, in my mind, they are different. Money is the means to live life on your own terms.

Wealth, however, is the recognition that a life well-lived includes taking care not just ourselves, but also our families and our communities.

Marie Thomasson, CFP®

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About Marie Thomasson, CFP®

I’m Marie Thomasson, CFP®. a financial advisor for progressive women like you.

I know you have a lot on your plate. A successful career, an active social life, causes you care about, and dreams for your future.

You also have worries — about how you’ll reach your financial goals, how to make important financial decisions, and whether you’re doing enough to secure a comfortable retirement.

Add in everything going on in the world today, and it’s enough to make you want to move to New Zealand.

Financial Planning & Investment Management that align with your goals AND your values.

Here’s what I offer:

Advice that prioritizes both personal and collective well-being
Confidence that you’re making financial decisions today that will benefit you tomorrow
Clarity about how to make an impact in the world that goes beyond your bank account
Perspective on what’s been holding you back in your life and happiness
Accountability to make sure you’re checking off all the right boxes