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Lonnie J Broussard, CFP® (Financial Professional)
Since my initial 'awakening' as the 1st Collaboratively Team Trained Professional in southside Hampton Roads in 2006, my goal has been to share the benefits of the Interdiciplinary Collaborative Practice Model with other professionals and the public wherever I go. As a result of that original training, I had the priviledge of participating as the Neutral Financial Specialist in the first Collaborative Team Case in Virginia Beach in 2006, as well as subsequent team cases locally, in Richmond and Northern Virginia. I'm convinced that if couples are going to divorce, the Collaborative Process provides them with the most effective means of addressing the emotional, financial and legal issues in the divorce process while preserving important family relationships and resources.
Firm/BusinessName: Financial Designs of Virginia
Address(es): 5041 Corporate Woods Drive
Suite 240
Virginia Beach VA 23462 USA
Phone: 757 473-1031
Fax: 757 473-9050
Email: lbroussard@fdva.net
Website: http://www.fdva.net

Practice Group Membership
  • Collaborative Divorce Solutions of Tidewater
  • Virginia Collaborative Professionals
  • Professional Activities
  • Founding Member Virginia Collaborative Professionals
  • Founding Member Collaborative Divorce Solutions of Tidewater
  • Founding Member Collaborative Practice Training Institute (CPTI)
  • CLC Speakers Bureau
  • CPTI Trainer
  • Collaborative Practice Speaker
  • Professional Licenses
  • Certified Financial Planner (CFP)
  • Certified Divorce Financial Analyst (CDFA)
  • Series 7
  • Series 63
  • Series 65
  • Registered Investment Advisor
  • General Comments
    I became invloved in Collaborative Practice in 2005, completed Interdisciplinary Team Training May 2006 and again in November 2006, qualified as a Certified Divorce Financial Analyst (CDFA) in June of that year, and completed Conflict Resoultion and Family Centered Mediation Training in 2006 as well. I am a Founding Member and Past Chair of Collaborative Divorce Solutions of Tidewater, a member of the Charlottesville Practice Group, a Founding Member and Chair of Virginia Collaborative Professionals (VaCP), and a Founding Member and Trainer with Collaborative Practice Training Institute (CPTI). I had the priviledge of serving as the Neutral Financial Specialist in 1st Collaborative Team Case in Southeastern Virginia.
    Areas of Practice
  • Financial
  • Teaching
  • Trainer
  • Education
    Undergraduate Education
    Saint Leo University - Bacelor of Arts - Cum Laude
    Post-graduate Education
    Certified Financial Planner (CFP)
    Certified Divorce Financial Analyst (CDFA)
    Collaborative Divorce Basic and Team Trainings
    Interest Based Negotiation and Mediation Trainings
    Professional Education
    Certified Divorce Financial Analyst (CDFA)
    Certified Financial Planner (CFP)
    Collaborative Practice Training
    Year Training Type Instructor Hours
    2006 Mediation Training Rubin, Richards 22
    2006 Conflict Resolution Training Rubin, Richards 8
    2006 Basic Interdisciplinary Training Ross, Hill, Carpel-Miller, Richardson 24
    2007 Basic Interdisciplinary Training Collaborative Divorce Team Trainings 24
    2008 Training for Collaborative Trainers Rich Shields 18
    2008 Collaborative Basic Training/Harrisonburg Virginia I was instructor 16
    2009 Collaborative Basic Training/Charlottesville Virginia I was instructor 16
    2009 Conflict Resolution for Collaborative Professionals Rubin, Richards 8
    2009 CPTI 3-Day Interdisciplinary Team Training I was instructor 24
    2009 CPTI 3-Day Interdisciplinary Team Training I was instructor 24
    2009 30hr Interest Based Negotiation & Mediation Skills for Collaborative Professionals I was instructor 30
    2010 CPTI 3-Day Interdisciplinary Team Training I was instructor 24
    ** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.

    See IACP Standards >

    ** I have reviewed the IACP Minimum Standards for Collaborative Trainers I verify that I am a Collaborative Practice trainer who meets those Minimum Standards.

    ** I have reviewed the IACP Minimum Standards for a Collaborative Basic Training. I verify that the basic training that I offer as a Collaborative Practice trainer meets those Minimum Standards.

    IACP does not verify the information provided by the professionals listed in this directory.



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