HerPlanning | Team
Kristin Afelumo, CPFA®
Founder | LPL Financial Planner
Kristin Afelumo, CPFA®, CDFA® is the Financial Planner and Founder of HerPlanning. In her Financial Planning practice, she focuses her efforts on serving Female Primary
Income Earners and women who are the money managers of their households.
Leigh Powell, CDFA®
LPL Financial Planner
Although I began my career in in the financial industry with a large national firm, I’ve spent over 20 years as a small business owner. I worked as a marketing consultant to small businesses in the financial, manufacturing,...
Alana Williams
Advisor Support
Alana has a wide variety of work experiences revolving around the world of compliance. She was a state investigator for 6 years in WI & VA; an internal auditor in LA for 8 years; and in the investment industry in WI for the past...
James Pierlioni, CFP®
LPL Paraplanner
Charlie
As Lead Furnancial Advisor, Charlie often makes appearances on conference calls and in the Tulsa, Oklahoma Office to encourage his favorite clients. Coronado Dog Beach is his favorite place and Puppuccinos with his mom are his favorite weekly habit. Keep up with him on HerPlanning's FaceBook & Instagram pages.