Divorce is never easy.
Whether you are just contemplating or have already begun the process, we are here to help. We can show you the future impact of the financial decisions and division of assets made today to help you make the right choices for your tomorrow.
What is a CDFA®?
A Certified Divorce Financial Analyst™ (CDFA®) is one who specializes in the financial issues surrounding divorce. The role of a Certified Divorce Financial Analyst™ is to assist the client and their attorney about how the financial decision made today will impact the client in the future. A CDFA® uses his or her knowledge of tax law, asset distribution, and financial planning to achieve an equitable, often agreeable, settlement.
How do our CDFA®’s work at Beacon Pointe?
We provide an alternative way to help make the divorce process simpler, more affordable, and equitable to all parties involved. We work as a financial neutral with attorneys, therapists and mediators as an extra layer of representation and support. We work with you to see the impact and affordability of your proposed settlement.
| Beacon Pointe CDFA® | Attorney | Mediator | |
|---|---|---|---|
| Financial Guidance | X | X | |
| Family Preservation | X | X | |
| Tax Planning | X | ||
| Financial Plan | X | ||
| Avoid Courtroom | X | X | |
| Document Preparation | X | X | X |
What is a CDFA®?
A Certified Divorce Financial Analyst™ (CDFA®) is one who specializes in the financial issues surrounding divorce. The role of a Certified Divorce Financial Analyst™ is to assist the client and their attorney about how the financial decision made today will impact the client in the future. A CDFA® uses his or her knowledge of tax law, asset distribution, and financial planning to achieve an equitable, often agreeable, settlement.
How do our CDFA®’s work at Beacon Pointe?
We provide an alternative way to help make the divorce process simpler, more affordable, and equitable to all parties involved. We work as a financial neutral with attorneys, therapists and mediators as an extra layer of representation and support. We work with you to see the impact and affordability of your proposed settlement.
Beacon Pointe CDFA® |
Attorney |
Mediator |
|
|---|---|---|---|
| Financial Guidance | X | X | |
| Family Preservation | X | X | |
| Tax Planning | X | ||
| Financial Plan | X | ||
| Avoid Courtroom | X | X | |
| Document Preparation | X | X | X |
Meet Our Team of Certified Divorce Financial Analysts™ (CDFA®)
Alisa Garnek, CFP®, CDFA®
Assoc. Dir., Financial Planning
Allison Kvikstad, CFP®, CDFA®
Partner, Managing Director
Andrew Hoang, CDFA®, CFP®
Senior Financial Planner
Callie Renner, CDFA®, CFP®
Wealth Advisor
Cassandra Thornock, CDFA®, CFP®
Wealth Advisor
Hal Smith, CDFA®, LTCP, NSSA
Senior Wealth Advisor
Jill Steinberg, CDFA®, MBA
Partner, Managing Director
Julie Johnson, CDFA®
Senior Wealth Advisor
Leigh Bivings, PhD, CDFA®, CFP®
Partner, Managing Director
Lexi Schmidt, CDFA®
Wealth Advisor
Melisa Dobraca Iacono, CDFA®
Wealth Advisor
Melissa Gerckens, CDFA®, CFP®
Wealth Advisor
Merriweather Mulé, CDFA®, CFP®
Senior Wealth Advisor
A Holistic Approach to Taking Care of You
Children & Family Dynamics
The impact of divorce can affect many, including children. We understand the delicate nature of this transition process for all involved and help make the transition as easy as possible through our holistic approach to financial planning.
Business Entities & Real Estate
When dividing assets, it is of paramount importance to consider your full financial picture. Tax implications regarding the assets involved can have a major impact on your long-term financial well-being. We can help you navigate the tax complexities related to the division of assets.
Your New Normal
A new path lies ahead of you and we are here to be your support system as your personal and financial journey evolves. We believe in true life fulfillment and aim to build a financial plan that gives true meaning to your life and legacy goals.
Why Work with Beacon Pointe Advisors?
We have a specialized CDFA® team to help with financial planning before, during, and after divorce.
We can assist busy attorneys with determining the settlement in a tax-efficient manner.
We can assist with being the financial expert if choosing Mediation. We will be there every step of the way.
We work alongside therapists and personal coaches to help support vision-setting and planning for a bright future.
Empowering You
Financial independence can be a liberating experience. But if you’ve ever thought to yourself, I should really know more about my finances, or, There is just too much to know and I don’t know where to start, our book and our other resources can help you get your financial foundation in place.
Hear from Senior Wealth Advisor, Julie Johnson, CDFA®, on how Beacon Pointe helped a mom of six cope with an unexpected divorce and navigate her new normal.
Start your next chapter with clarity and confidence. We can help you navigate the financial complexities of divorce and plan for your future. Connect with us today.
WAI News & Events
With immense pride, Beacon Pointe is thrilled to share our accolades from The Orange County Business Journal (“OCBJ”)…
Beacon Pointe is deeply honored to have received recognition from Forbes for over a decade…
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation…
