Professional License & CredentialsFlorida Supreme Court Certified Mediator – Family Law, 2010
Accredited Estate Planner (AEP®), 2010
CDFA, 2009
CFP, 1998
RolesFinancial Neutral
Financial Planning
EducationUniversity of Miami, MBA, 1990
Colgate University, B.A., 1983
CP AcknowledgmentsPast Co-Chair of TBCDG
Past Leader of Financial Professionals for TBCDG
Founder, Next Generation Divorce
ComplianceSecurities offered through SCF Securities, Inc – Member FINRA / SIPC. Investment Advisory Services offered through SCF Investment Advisors, Inc. 155 E. Shaw Avenue Suite 102 Fresno CA 93710 (800) 955-2517 Fax (559) 456-6109. SCF Securities and Global Planning Solutions & Advisory LLC or Divorce Financial Planning LLC are independently owned and operated.