What are my Credentials?
CFP – Certified Financial Planner – My background in financial services relative to market cycles, investment selection and lifestyle objectives allows me to best serve my clients regarding distribution of assets, reinvestment of assets and compatible paring of assets with the individuals’ expertise and lifestyle.
CDFA – Certified Divorce Financial Analyst – As a CDFA I can assist clients and other professionals such as CPA’s, Attorneys, Care Coordinators with personal financial analysis via the Family Law Software modeling. This ensures the client and the professional understands both the short term and long term financial impact of different settlement proposals. Working in tandem with professionals allows the client to understand the ramifications of their decisions relative to taxation, as well as the legal impact and estate planning ramifications.
FINRA Arbitrator – Serving as an arbitrator for the securities industry attributes to my ability to help individuals settle disputes in a fair and ethical manner. Serving as an arbitrator requires a high standard of professionalism and duty.
High Conflict Financial Professional and Collaborative Divorce Financial Professional – These two additional certifications assist in the optimal opportunity for success in dealing with individuals under emotional stress. While the eventual outcome really depends on the individual’s involved, having the necessary tools to assist and support them can dramatically improve the outcome of negotiations.
Series 7, 24, 63, 53 & L&D – These licenses allow me to understand the client’s current portfolios and assist them in making decisions moving forward regarding the type of investment portfolio they are trying to create.
Who Do I Serve?
Clients: Divorcing Clients – I assist them in understanding their current financial position and how the transition of divorce will affect their assets now and in the future.
Clients anticipating a lifestyle change – I provide them with knowledge of what changes are likely due to a transition in a living situation or divorce. Clients needing assistance with placement on lump sum distributions as a result of death or divorce. How I work: Hourly fee charged and discounted packages available.
Family Law Attorneys – I work in tandem with the attorney and/or the client to analyze the financial portfolio.
Estate Planning Attorneys – I work to help transition the estate as a result of death or divorce.
How I work:
Hourly fee charged and discounted packages available.