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Listening and then providing education, as part of a team of professionals, to clients is the way I help empower you during a life event that may feel out of control. I find that showing clients how they can create the best plan going forward for their family is very meaningful and valuable work.
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| Firm/BusinessName: |
Ameriprise Financial Inc. |
| Address(es): |
1130 Iron Point Road, Ste. 140
Folsom CA 95630 USA
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| Phone: |
916-351-0000 |
| Fax: |
916-608-8095 |
| Email: |
russel.l.phelps@ampf.com |
| Website: |
http://www.russelphelps.com |
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| Professional Activities |
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California Divorce Planners Network
International Academy of Collaborative Professionals - member
Institute for Divorce Financial Analysts - member
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| Professional Licenses |
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CERTIFIED FINANCIAL PLANNER professional
Certified Divorce Financial Analyst
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| General Comments |
| Divorce is one of the most traumatic events that can happen during life. Using a TEAM approach that includes trained mental health professionals as coaches, a child specialist to represent the kids, two attorneys and one financial expert can eliminate the emotional collateral damage to the family of an adversarial divorce process. It also helps regain control over the ultimate outcome of the divorce by putting the power back into the hands of the couple. When clients are in charge of the direction, the financial cost, and the decisions, not surprisingly, they craft the best settlement and new life plan they possibly can for themselves. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| California State University San Bernardino - B.S. Business concentrating in Finance |
| Post-graduate Education |
| none |
| Professional Education |
| CERTIFIED FINANCIAL PLANNER professional and Certified Divorce Financial Analyst |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2007 |
Intermediate Interdisciplinary Training |
PThomson, P Tessler |
16 |
| 2007 |
Basic Interdisciplinary Training |
Nancy Ross & Mark Hill |
20 |
| 2009 |
Basic and Advanced Narrative Mediation Training |
Richard Cohen |
30 |
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** 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 >
IACP does not verify the information provided by the professionals listed in this directory.
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