Financial Planning for Smart Women

Intelligent business womenI recently had the pleasure of speaking with Michael Pultro from First Financial Planners in New Britain.

Now before your eyes glaze over because I’m talking about financial planning, let me tell you how much this man cares …

Michael grew up in Philly and attended and graduated from the Philadelphia School of the Arts. (not the normal financial planner background) He worked in Atlantic City for awhile and ran into the wrong kind of financial planner – the kind of company that doesn’t care one bit about you; only your money. Michael lost it all by putting his faith and trust with this company.

There are two types of people in this world – the type that would feel sorry for themselves and mope around, and then there are the type who are proactive, good people who want to make sure the same misfortune that happened to them doesn’t happen to someone else. So Michael, being the second type, became educated in the financial planning world and vowed to provide ethical, moral financial planning and help everyone he could.

In working in this industry, he naturally gravitated toward those that were not being helped as they should: women.

So Michael created a Woman’s Survival Kit to help women through these turbulent financial times. He asks the question: are you prepared? Most aren’t.

AND THEN ON TOP OF THAT, he offers a lunch or dinner meeting with you and a friend at either the Washington House or William Penn Inn, dinner at KC Prime in Warrington, OR if you’d rather just come to his office for a meeting, you’ll walk away with a $100 gift card to Neiman Marcus. If that isn’t someone who really wants to help, I have no idea who does.

Michael lives in Bucks County with his wife and two sons and their two dogs, Tucker and Oliver. You can call Michael at 215-489-3876 or email him at Check out his website at You’ll really be doing yourself a huge favor!


Bucks County Women’s Journal

About Nickey

Personal Touch Concierge Service is a multi-virtual assistance company that assists businesses and entrepreneurs with the day-to-day operation of their businesses, social media strategy and management, bookkeeping, and website design and maintenance. With over 25 years' experience in the legal and corporate fields, there is virtually nothing we can't accomplish for you. Transcription, word processing, proofreading, administrative duties, scheduling, research, keyword research and implementation, website content writing, email management, event planning - we can assist you with all the tasks you don't have time to do yourself. Because your time is valuable and you have your business to run!
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