Susan J Campbell, CDFA™, CFP^® (Financial Professional)

Divorce is a difficult time when people may not be at their best or thinking their most clearly, yet decisions must be made that will impact them and their family for many years to come. It is therefore critical that both parties have the information, support and resources they need to make thoughtful, informed financial decisions about the future. By providing a detailed analysis of the short and long-term financial impact of different settlement proposals, clients work to find an equitable divorce settlement that is in the best interest of the family and their post-divorce lives. Susan Campbell, Principal of Buena Vista Financial Resources, is a Certified Divorce Financial Analyst™ and has been a Certified Financial Planner® for over 18 years. Buena Vista Financial Resources provides fee-only financial planning services, specializing in divorce and other life transitions.
Firm/BusinessName: Buena Vista Financial Resources Address(es): 829 Sonoma Blvd. Santa Rosa CA 95404 225 Bush Street, 16th Floor San Francisco CA 94104 USA Phone: 415-439-8811 Fax: 866-844-0191 Email: susan@bvfinancialresources.com Website: http://www.BVFinancialResources.com
Practice Group Membership Collaborative Council of the Redwood Empire Collaborative Practice East Bay Collaborative Practice San Francisco
Professional Activities Collaborative Practice California, Board Member Collaborative Practice San Francisco, Treasurer Collaborative Council of the Redwood Empire Collaborative Practice East Bay Institute for Divorce Financial Analysts Association of Divorce Financial Planners Financial Planning Association
Professional Licenses Certified Financial Planner (CFP) Certified Divorce Financial Analyst (CDFA) NASD Series 7, 63, 65, 24
General Comments No response provided.
Areas of Practice Financial
Education Undergraduate Education San Diego State University - Bachelor of Science in Business Administration Post-graduate Education San Diego State University - Masters of Science in Business Administration, Financial Services concentration Professional Education No response provided.
Collaborative Practice Training Year Training Type Instructor Hours 2006 Mediation Training Professional Mediation Associates 40 2006 IDFA National Conference Institute for Divorce Financial Analysts 28 2007 CP Cal Conference Various 12 2007 Negotiations in a Collaborative Case Friedman, Conner 15 2007 Advanced Mediation Training Friedman Conner 16 2007 Basic Interdisciplinary Training Collaborative Divorce Team Training 20 2008 Collaborative Negotiation - Going Deeper Slovin, Smith 14 2008 Informed Consent & Screening Issues Pauline Tesler 2 2008 When Things Fall Apart Dana Curtis 2 2008 CP Cal Conference Various 9 2008 CP Cal Conference - Collaborative Practice in the LGBT Community I was instructor 1.5 2008 IACP International Forum Various 6 2008 IACP Forum - How A Neutral Financial Professional Can Help Avoid Divorce Horror Stories I was instructor 3 2009 Collaborative Practice Trainers - Introductory Interdisciplinary Collaborative Training I was instructor 16 2009 CP Cal Conference IV - The Integrated Team I was instructor 3 2009 CP Cal Conference IV - Confidentiality of Communications in Collaborative Practice Various 1.5 2009 CP Cal Conference IV - Foreclosure, Forbearance, Bankruptcy Various 1.5 2009 The End Game Conner, Friedman 14 2009 Power Imbalances and Gender in Collaborative Practice Conner, Friedman 14 2009 Divorce Mediation Northern California Mediation Center 16
** 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.
Continuing Education