Our Qualifications

Qualifications

EDUCATION and TRAINING

  • College for Financial Planning, CFP® Certification
  • Institute for Certified Divorce Planners CDP/CDFA Certification
  • Bachelor of Science Business/Finance
  • Mediation - facilitative, interest-based  (74 hrs)
  • Mediation - narrative model (15 hrs)
  • Collaborative DivorceTM (2000, 2001, 2002)
  • Fundamentals of Collaborative Law (2001)
  • Advanced CDP Trainings - ICDP
  • Advanced Practice Management - ICDP
  • Tax Aspects of Divorce
  • Stock Options (support, property)
  • Pensions & QDROs
  • Employee Benefits
  • Tracing and Reimbursements
  • Business Interests
  • Pension Cases


SPECIALIZED AREAS:

  • Divorce Settlement Analysis
  • Investment and Asset Management
  • Cash Management (spending patterns, budgeting)
  • Cash Flow Modeling
  • Risk Management (insurance-life, disability, long term care and insuring support)
  • Investments and Stock Options
  • Retirement & Pension Plans
  • College Funding
  • Social Security
  • Educating on Financial Issues
  • Teamwork


CURRENT ORGANIZATIONAL ASSOCIATIONS:

 

  • Alliance of Collaborative Professionals East Bay – Founding
  •  Member Collaborative Practice Group of Contra Costa – Founding Member
  • Collaborative Practice Silicon Valley
  • Collaborative DivorceTM- South Bay practice group
  • International Academy for Collaborative Professionals (IACP)
  • Contra Costa County Bar Assoc..- Affiliated Lay Member, Family Law Section
  • Co-Founder California Divorce Planners Network (CDPN)
  • Financial Divorce Association (FDA)
  • Institute for Divorce Financial Analysts (IDFA)
  • Financial Planning Association – East Bay Chapter (FPA)

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck