Folsom, California 95630
Profession(s)Financial Professional, Mediator
As a CPA and a Certified Divorce Financial Analyst, my practice is dedicated to divorce financial mediation and consulting. It is important that both parties in a divorce understand the long-term effect of financial decisions made today. What appears good initially may not be beneficial in the long-term. There may be negative tax or cash flow consequences. I am committed to helping my clients make more informed financial decisions
Professional ActivitiesCollaborative trainer. Co-founder of Center for Conflict Resolution. Co-developer of Divorce Options Workshops. Member of International Academy of Collaborative Professionals (IACP) Association of Divorce Financial Planners (ADFP), Institute for Divorce Financial Analysts (IDFA].
San Jose State University - 1974
Certified Public Accountant 1976
Chartered Financial Consultant 1982
Certified Divorce Financial Analyst 2001
CommentsSpecializing in analysis (community vs separate property) of equity compensation plans (Stock Options/Restricted Stock Units) and retirement plans (IRA/401(k)/Deferred Compensation/ Profit Sharing).
Basic Interdisciplinary Collaborative, Intermediate and Advanced Collaborative
Member of the Sacramento Collaborative Practice Group training team. We conduct basic, intermediate and advanced trainings in collaborative law.