Seth Kaplan

Sacramento Collaborative Practice Group

300 University Avenue
Sacramento, California 95825
United States
Office Phone: 916-563-2010
Member since 2005
Membership Type: IACP

Profession(s)

Financial Professional

Seth Kaplan is a CFP® practitioner and a Certified Divorce Financial Analyst™ (CDFA). He has over 17 years of experience working in the financial industry, with a specialty in divorce financial analyst services.

Seth works with clients (and their attorneys and mediators) through the transition of divorce by providing expertise relating to the financial details, along with thoughtful counsel and perspective regarding possible settlement options. He works with parties’ in an individual or joint financial expert capacity, with experience in mediated, collaborative, and traditional court-related divorces.

Seth is actively involved in various divorce financial specialist practice groups— including the Association of Divorce Financial Planners, CalCPA Family Law Section, the National Association of Certified Valuation Analysts, the Institute for Divorce Financial Analysts™, and the Sacramento Collaborative Divorce Practice Group.

He is the author of several divorce-related articles, including “Negotiating Divorce Settlement Agreements in Uncertain Times” (The Family Law Counselor, 2009); “A ‘Hidden’ Asset in Divorce— Social Security Derivative Benefits” (The Family Law Counselor, 2011); and co-author (with Michelle Smith) of the “The Rate Debate” (American Journal of Family Law, 2007).

Area(s) of Practice: Financial
License(s): Certified Financial Planner™ practitioner ~ ~Certified Private Wealth Advisor® ~ ~Certified Divorce Financial Analyst™ ~ ~Master Analyst in Financial Forensics™ ~ ~FINRA Series 7, 9,10, 63, and 65 ~ ~Licensed for Life, Health, Long Term Care and Disability Insurance (CA 0C2194) ~

Undergraduate Education

B.A. (Psychology) from California State University Sacramento

Comments

DIVORCE FINANCIAL ANALYST SERVICES Marital Standard of Living Analysis: Analysis of cash-flow and expenses to assess the marital lifestyle. Reconstruction of client’s lifestyle expenses from comprehensive analysis of credit card and banking records to help determine marital standard of living. Projected Needs Analysis: Assessment of projected future needs to reflect income, expenses, support, and management of financial assets. Asset and Debt Division Analysis: Review and analysis of assets and debts (i.e., corporate benefits, deferred compensation, stock options, investments, etc.) to help determine the pros and cons of various settlement proposals. Creation of personalized reports and graphs that illustrate the financial status, cash flow and net worth of both parties. Financial Education: Educate non-monied spouse about crucial financial concepts in order for them to negotiate effectively. This can help de-mystifying the financial jargon, making the financial advisory process ‘user-friendly’. Financial Tracing: Tracing of financial statements to help categorize flow of funds or potential credits and reimbursements Post-Settlement Private Wealth Management: Creation and application of a disciplined financial advisory and asset management process to help clients preserve and build upon their financial settlements. This typically involves organizing, facilitating and tracking the outstanding financial tasks pursuant to the settlement agreement.