Paul Toohey

140 S. Chaparrel Court
Anaheim Hills, California 92808
United States
Office Phone: 714.998.8200
Member since 2004
Membership Type: IACP

Profession(s)

Financial Professional

Paul J. Toohey is a Certified Financial Plannerâ„¢, Certified Divorce Financial Analyst, and Accredited Investment Fiduciary with offices in Anaheim Hills & Newport Beach, California. Paul has been in the financial services industry for over thirty years as a Registered Representative, Investment Advisor, and Insurance Agent. Through his affiliations with National Planning Corporation and The Planners Network, he offers comprehensive Financial Planning Services focused on resolving the financial issues related to divorce.

Area(s) of Practice: Financial, Mediation
License(s): Investment Advisor Registered Principal Insurance Agent

Professional Activities

2003-2015 Active Member - Collaborative Divorce Solutions 2009-2012 Board Member CDSOC 2006-2008 Board Member CDSOC Active Member - Institute for Divorce Financial Analysts Active Member - Academy of Financial Divorce Practitioners Active Member - International Academy of Collaborative Professionals Active Member - Financial Divorce Association Active Member - Financial Planning Association 1999-2015 Active Member - The Planners Network, Inc.

Undergraduate Education

Bachelor of Business Administration - Western Michigan Unversity, 1974

Postgraduate Education

Certified Financial Planner - College for Financial Planning, 1985
Certified Divorce Financial Analyst - Institute for Divorce Financial Analysts, 1998
Certified Financial Divorce Practitioner - Academy of Financial Divorce Practitioners, 2003
Accredited Investment Fiduciary - Fi360, 2014

Professional Education

Certified Financial Planner - College for Financial Planning, 1985
Certified Divorce Financial Analyst - Institute for Divorce Financial Analysts, 1998
Certified Financial Divorce Practitioner - Academy of Financial Divorce Practitioners, 2003
Accredited Investment Fiduciary - fi360, 2014

Comments

Noticing a need for a more objective and robust analytical treatment of the financial aspects of divorce, Mr. Toohey pursued the Institute for Divorce Financial Analysts' 'Financial Aspects of Divorce' program and became a Certified Divorce Financial Analyst (CDFA) in 1998. Coupled with his strong background in other areas of financial planning, Mr. Toohey brings a unique perspective to people going through divorce, clarifying the issues involved in reaching a financially fair and equitable settlement, and quantifying the long-term financial ramifications of various settlement options. He is instrumental in assisting clients, attorneys, mediators, and collaborative divorce groups to evaluate separation agreements, helping them arrive at a settlement beneficial to all by empowering them with financial information that is often overlooked in the divorce process. Through the use of software specifically designed to handle the financial aspects of divorce, Mr. Toohey generates sophisticated financial projections addressing the long-term effects of dividing property, integrating into his analysis tax issues, pension plan issues, earnings capabilities, spousal and child support options, liquidity concerns, inflation rates, rates of return on investments, and other financial issues related to separation agreements. The informative reports generated by Mr. Toohey foster dialogue between the divorcing parties and facilitate settlements, keeping everyone out of court and dramatically reducing the cost of divorce.