Areas of Practice

  • Divorce Budgeting
  • Divorce Financial Analysis
  • Divorce Financial Planning
  • Profession

    Financial Professional

    Academic and Professional Credentials

    Certified Financial Planner ™ (CFP)®„
    Certified Divorce Financial Analyst (CDFA)
    New York University Masters in Business (MBA)
    University of Delaware, Business, Bachelor of Science


    College Attended:
    University of Delaware


    Graduate School:
    New York University


    Languages:
    English

    About my Practice

    I am a CERTIFIED FINANCIAL PLANNER™, and Certified Divorce Financial Analyst who has been working with individuals, couples and companies helping them to navigate the complexities of managing their financial affairs for over 31 years. During that time period, I have seen significant changes in our financial markets and better alternatives to litigated divorce proceedings.

    For the divorcing clients, I work with both the husband and wife and help them navigate the dramatic changes facing them, their family, and help them formulate a plan to achieve their financial independence. I provide fair, objective and neutral solutions, and help them incorporate their specific needs, desires and goals into a personally tailored financial settlement, and show how that settlement will affect their future financial outcome. I get enormous personal and professional satisfaction when the couples that I help thank me for my objectivity, sensitivity and balance.

    Ultimately the value I deliver my clients combines trust, expertise, and understanding of specific needs. My goal is to help clients achieve their goals.

     

    Professional Organizations

    New York Association of Collaborative Professionals Board Member, Collaborative Divorce Resolutions of Long Island, Financial Planning Association, Institute for Divorce Financial Analysts, International Association of Collaborative Professionals,

    Professional Trainings

    Collaborative Law, Mediation Training

    Professional Licenses

    CFP® , CDFA, MBA, RIA

    Office Locations

    Location 1 ) 640 Dune Road Westhampton NY 11978 US
    Location 2 ) 515 East 72nd Street, New York, NY 10021
    Location 3 ) 102 Westwood Circle East Hills, NY 11577