Certified Financial Planner

Dr Daralee Barbera

Dr. Daralee Barbera EdD, CFP®, ChFC®, CMFC®, CLF®, CPBC®

Dr. Daralee Barbera. EdD, CFP®, ChFC®, CMFC®, CLF®, CPBC® is passionate about the importance of financial literacy, comprehensive financial planning, personal and business development, and the critical role of leadership. She is a certified business coach, international speaker, professor, author, and consultant. Dr. Barbera holds an EdD in Leadership and Organizational Change from The University …

Dr. Daralee Barbera EdD, CFP®, ChFC®, CMFC®, CLF®, CPBC® Read More »

Kathy Longo

Kathy Longo, CFP®

Kathy Longo is Founder and President of Flourish Wealth Management. She has over 25 years of financial planning expertise and experience. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous …

Kathy Longo, CFP® Read More »

Mary Quist-Newins

Mary Quist-Newins, MBA, MSFS, CFP® Emeritus, CLU®, ChFC®

Mary Quist-Newins is the founder, Executive Director, and President of Moneyweave® Academy. As a Certified Financial Planner®, and holder of two master’s degrees in business and finance (MBA, MSFS), along with two other advanced financial planning designations (CLU®, ChFC®). She has more than 30 years of experience in financial services. Passionate about helping women improve …

Mary Quist-Newins, MBA, MSFS, CFP® Emeritus, CLU®, ChFC® Read More »

Asset 9

Our non-profit mission, concentration on comprehensive financial planning education for women, unambiguously well-qualified content experts and our beneficial impact set Moneyweave® Academy apart.

Contact Now

Email

info@moneyweave.org

FOLLOW US ON:

DISCLAIMER:The information and materials presented on moneyweave.org including in any webinars are exclusively for informational purposes only and are not intended to and do not constitute financial, investment, legal or other professional advice. Neither Moneyweave® Academy, nor its board, authors, or publishers are offering financial, investment, legal, accounting, tax or other professional advice or services and no professional relationship is formed.

While Moneyweave® Academy has used due diligence in preparing content and assembling the Qualified Experts, we do not make any representations or warranties nor assume any liabilities with respect to accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content, Qualified Experts, or resources. We disclaim any and all liability in the event any information, material, or content, or advice/recommendations from Qualified Experts prove to be inaccurate, incomplete, or unreliable or result in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, please seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

While we have used due diligence in preparing content, we do not make any representations or warranties nor assume any liabilities with respect to its accuracy or completeness. We do not make any guarantee or other promise as to any results that may be obtained from using our content. We disclaim any and all liability in the event any information, material, or content proves to be inaccurate, incomplete, or unreliable or results in any investment or other losses. We specifically disclaim any implied warranties of appropriateness for a specified use or purpose. As with any important self-improvement program, seek the services of a competent, qualified, and ethical financial advisor or other professional about your unique financial situation and plan. Except where indicated and approved, the stories, characters, and entities presented are purely fictional. Any likeness to actual persons, either living or dead, is strictly coincidental.

Copyright© 2021-2023 Moneyweave® Academy. All rights reserved.

Elements of this site including graphics, text, logos, designs, and arrangement may not be used or reproduced without the written consent of Moneyweave® Academy.

Moneyweave®, the Moneyweave logo™, Weaving Money, Goals, and Values™ and all other related names, logos, and slogans are trademarks and cannot be used or reproduced without our written consent.