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Barry M Weissman, CDFA
(Financial Professional)
As Principal & Owner of a fee-only consulting firm in St. Louis, for the past 20 years, Barry specialized in guiding clients through life-changing events including Divorce, Estate & Inheritance Issues, Business Succession, and Legal Settlements. Relationships built with clients over many years now include new generations, new challenges and issues.
Acting as the Financial Neutral within the Collaborative process, Barry offers the Mediator's approach in conjunction with powerful relationship building skills to achieve a financial understanding and agreement among the parties; trust and comfort level are established immediately.
A Unique Feature of the Financial Analysis: During the Property Settlement process, all current Estate Planning documents are reviewed and necessary revisions as a consequence of the Divorce are discussed. He also offers a review of the grandparents' Estate Planning Documents at no cost.
Working from the easel board to the latest versions of Sasi-Calc Pro, FinPlan, FinPlan Equal Shares, or the IDFA software, the financial resolution is rational, totally professional, and concludes on a timely basis.
Initial Consultation: No Charge
Hourly Fee: $250.00 Based on Combined Assets under $2 Million
$350.00 Combined Assets over $2 Million. Complex Cases.
Note: Pension Plan/Quadro valuations & terms and Business Valuations are performed by outside vendors that we might suggest but do not endorse. The client contracts with and is responsible for payment directly to the vendor. Barry M. Weissman & Associates will provide these valuations on a best guess estimate basis, an approximation that can only be used for illustrative or hypothetical purposes.
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| Professional Activities |
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Member MCDR, Maryland Council for Dispute Resolutions
Mediator Practitioner @ mediate.com
Member MACRO, Maryland Mediation & Conflict Resolution Office
Member MPME, Maryland Program for Mediator Excellence
Member The Institute for Divorce Financial Analysis
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| Professional Licenses |
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CDFA
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| General Comments |
| In Missouri and Illinois, my involvement over the years has been primarily as the Financial in Litigated Divorce proceedings. In Maryland, Norther Virginia, The District of Columbia and even in the surrounding region, the field of Collaborative Divorce is truly a gift to the couples and children involved in a divorce proceeding. At its best the process can be transformational. Working with the divorcing couple as well as a dynamic collaborative team is extremely rewarding. |
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| Areas of Practice |
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Financial
Mediation
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| Education |
| Undergraduate Education |
University of Illinois
Champaign/Urbana, IL
BA English & Philosphy, 1968
Honors English Seminar Program
UCLA
Mathematics and Business Administration
1969-1971
Loyola University
Chicago, IL
Economics 1972 |
| Post-graduate Education |
Washington University
St. Louis, MO
Executive MBA Program
1984 |
| Professional Education |
1990 Series 7, Registered Representative
1990 State of Missouri, Life & Health Insurance License
2009 CDFA. Certified Divorce Financial Analyst |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
| 2009 |
Collaborative Practice Basic & Advanced Training |
Susan Gamache, Ph.D. Malcolm McCollam, JD, and Amy Wolff, CFP, CDFA |
24 |
| 2009 |
Parenting Together After Separation, Advanced Training |
Andrew Schepard, J.D. |
11 |
| 2009 |
Divorce Mediation Training |
Carl D. Schneider, Ph.D. |
40 |
| 2009 |
Ethics: Where Mediation Can Cross Over Into the Practice of law |
Steven Shapiro |
2 |
| 2009 |
The Basics of Divorce Law for Non-Lawyers |
Jan White, JD, Pamela Pacetti, JD, Albert Brown, JD, Theresa Mihalik, JD |
3 |
| 2009 |
Advanced Marital Property Distribution & Alimony |
Carl Schneider |
20 |
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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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