Founding Partners

Those Investing in Our Mission

We are proud to partner with the following firms who believe in and support feminine energy in financial services. Each partner came to Females and Finance in order to add value to our members as well as provide a true resource to grow each person both personally and professionally. We are grateful for their presence in our community.

NAIFA

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

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Highland Capital Brokerage

Highland Capital Brokerage partners with independent life insurance professionals, financial advisors, estate and business planners and other financial professionals to provide individuals and business clients with life insurance solutions.

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Pinney Insurance

Pinney Insurance Center, Inc. began as the R. Jan Pinney General Agency of Transamerica Occidental Life Insurance Company in 1972. Since our founding over 40 years ago, we’ve expanded from a regional, single-company agency to a national distributor with thousands of contracted agents and offices in California, Illinois, Maryland, Mississippi, North Carolina, Oklahoma, Texas, and Washington.

Incorporated as Pinney Insurance Center, Inc. in 1975, we continue to represent Transamerica and have added over 60 additional carriers. Our goal is to provide our agents and brokers with the best possible product solutions from the nation’s top insurance providers. Headquartered in Roseville, California, we maintain a small-agency feel with personal attention and a can-do attitude, while providing the resources of a national marketing organization.

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Unified Financial Network

Unified Financial Network offers the comprehensive capabilities and risk management knowledge necessary to help you put a financial outlook in place. 

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The W Source™

The W Source™ fosters a network of professional women and business owners to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, goods, and professional services.

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ExamFX

Prepare to pass your insurance or securities licensing exam, or earn your continuing education credits with the industry's most innovative training programs.

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LOMA

Life Office Management Association, Inc. (LOMA) operates as a non profit organization. The Organization offers employee training and development, research, information sharing, and other related services. LOMA serves insurance and financial sectors.

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FA Match

FA Match Recruiter aims to drive higher success rates among recruitment firms executing advisor career transitions.

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GoAskJay

GoAskJay is an on-demand insurance marketplace tailored for any stage of your life or business.

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Advanced Planning Educational Group

Advanced Planning Educational Group, Inc. (APEG) provides education to support those who participate in the Holistic Planning Process.

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It's a Habit Company

Sammy is a “head, heart and hug” solution to financial literacy and great life habits!

When it comes to personal finance there is no question critical thinking and math matter. So do attitudes and feelings. And that is one of many unique edges Sammy provides kids and families: he connects with them on many levels.

Sammy is a friend everyone loves. He is warm, smart and trustworthy. He believes the right habits make a difference, including money habits. He makes it easy for anyone to talk to and teach kids about money with his head, heart, and hug approach to education. That is HIS MAGIC and one of his SUPERPOWERS. It’s what makes him an effective solution to a difficult challenge.

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The KeyArx Group

For more than a decade, The KeyArx Group has focused squarely on helping physicians, group practices, hospitals and other members of the medical community meet their insurance, retirement, investment and business management needs.

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LegacyShield

LegacyShield® is an all-in-one planning tool that allows you to document your legacy for those you leave behind.

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MPowering America

TAKE CONTROL OF YOUR FINANCES... Millions of people are feeling the weight of debt on their shoulders. As of 2019 total U.S. household indebtedness is $13.67 trillion. Our experienced experts have been quietly helping thousands of customers for 14+ years. With millions of dollars in debt and interest offset and thousands of happy clients. Let us show you our proprietary methods to help you lose the debt and start accumulating wealth.

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