As a Certified Divorce Financial Analyst™ and a Certified Financial Planner™, I bring over two decades of dedicated experience and training in the field of financial planning and wealth management. I offer in-depth knowledge and expertise in solving complex financial issues to prepare clients for a secure economic future.
During my own divorce, I realized that while my attorney was expert in family law, he was not an expert in long term financial planning.
While he was fighting over specific assets, we never discussed a big picture financial strategy. My attorney wasn’t a mind reader; yours isn’t either.
Certified Financial Planner™ & Certified Divorce Financial Analyst™
I wish I had someone like me back then, informing the attorney on my behalf.
I have taken a proactive stance in advising my clients to plan for their economic future before, during and after their divorce. My practice is focused on high net worth, complex divorces, complicated by the nuances of California’s unique tax code.
Certified Financial Planner & Mediation
I earned the Certified Financial Planning™ designation from the College for Financial Planning in Denver, Colorado in 1991. I have also received the Institute for Divorce Financial Analysts’ credential as a Certified Divorce Financial Analyst. I am an advocate for consensual dispute resolution, and have completed training in the collaborative divorce process as well as a 40-hour mediation training.
I am also a member of the Financial Planning Association, and the Los Angeles Collaborative Family Law Association, CA Marriage and Family Therapist, the California Divorce Planners Network, the South Bay Bar Association and a volunteer with the Savvy Ladies non-profit organization.