Steven Rutlen

Sacramento Collaborative Practice Group

Offices in Sacramento, Folsom & Roseville
Folsom, California 95630
United States
Office Phone: (916) 313-5722
Member since 2004
Membership Type: IACP

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

Area(s) of Practice: Financial, Mediation, Tax Law, Collaborative Trainer
License(s): - Certified Divorce Financial Analyst (CDFA) ~Chartered Financial Consultant (ChFC) ~Certified Public Accountant (CPA)

Professional Activities

Collaborative 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].

Undergraduate Education

San Jose State University - 1974

Professional Education

Certified Public Accountant 1976
Chartered Financial Consultant 1982
Certified Divorce Financial Analyst 2001

Comments

Specializing 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).
Training Offered

Basic Interdisciplinary Collaborative, Intermediate and Advanced Collaborative

Training Conducted

Member of the Sacramento Collaborative Practice Group training team. We conduct basic, intermediate and advanced trainings in collaborative law.