The AEP ® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU ®, CFP ® certificant or ChFC ®. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.ĪDPA™ Accredited Domestic Partnership Advisor™ The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. If you do not wish to be bound by these terms and conditions, you should not access or use the website.AAMS™ Accredited Asset Management Specialist™ By accessing the website, you agree to be bound by the terms and conditions set forth on the linked page below. Please read this agreement carefully before using the website. The views expressed by any individual in FDS are those of that individual only and may not reflect the views of FDS. All the information on this website is provided on an “As Is” and “As Available” basis without warranties of any kind, express or implied. While FDS makes every effort to present accurate and reliable information on this website, FDS does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. There is no joint venture, partnership, employment or agency relationship between any of the persons named on this website, or with any user of this website. IACP: International Academy of Collaborative Professionals LACBA: Los Angeles County Bar Association (associate member) LACFLA: Los Angeles Collaborative Family Law AssociationĬPCal: Collaborative Practice California, a statewide Collaborative Law association IDFA: The Institute for Divorce Financial AnalystsĪDFP: Association of Divorce Financial Planners Master of Business Administration (M.B.A.) from the University of Southern California’s Marshall School of BusinessĬertified Financial Planner™ practitionerĬertified Divorce Financial Analyst™ (CDFA™) In addition to being trained in Collaborative Divorce, I am a member of the Institute for Divorce Financial Analysts (IDFA™) and the Association of Divorce Financial Planners (ADFP).Įducation: Undergraduate B.S.B.A from Washington University in Saint Louis Prior to co-founding Marriage Financial Solutions, my comprehensive expertise comes from over a decade in investment analysis and company and securities valuation. My goal is to help you navigate divorce without destroying your family or your finances.Īs a Certified Financial Planner™ practitioner and Certified Divorce Financial Analysts™ (CDFA™), I examine the financial implications and after-tax consequences of various options for dividing property and providing or receiving child and/or spousal support in divorce. Thorough, focused analysis simplifies some of the most stressful elements and allows for a faster and more efficient process for the parties involved. It is a common misconception that divorces are inevitably expensive, adversarial, and financially complex.
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