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
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.
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).