Encino, California 91436
My purpose is to provide education and support to bring clarity to your divorce so that you can move forward confidently. Life satisfaction is at the heart of my work as a divorce financial planner. I strive to deliver creative solutions and strategies to optimize your financial situation with patience and support, which is particularly important when one spouse has less financial understanding than the other. This helps you to arrive at a settlement that is fully understood by all with a clear view of your financial future.
Professional ActivitiesAs a Multi-Family Office, Confluence Capital Advisors specializes in Investing & Divorce Financial Planning for the highly successful. We analyze your past and current situation to give you a clear view of your financial future. Other divorce services include financial forensics & lifestyle analysis, as well as closely-held business valuation. Additionally, Brett serves on the executive committee for Virtual Divorce California as the treasurer for this collaborative divorce practice group. Proudly serving Encino, Greater Los Angeles, and clients across the U.S.
University of Michigan - Stephen M. Ross School of Business, BBA, 1998