Pelham, New York
Anthea Perkinson, CFP, founder of Monterey Associates, has a commitment to making financial planning accessible to older adults of all income levels. As director and content developer for Money Made Simple in residence at PSS, she offers dozens of easy-to-understand webinars on crucial money topics. MMS also provides one-on-one consultations at no cost. This PSS Coming of Age Impact Award recipient is also studying for her MSW at Columbia University to better serve clients in their quest to prepare more purposefully for later stages of life.