Professionally guiding you through your transition
At Strategic Divorce Planning, we help you make smart financial decisions before, during, and after divorce. We do this by educating you on the process and your options, while connecting you with all the resources you may need. We empower you to make informed and not emotionally-driven financial decisions. By offering a practical and objective approach to your finances, we can help you answer the question “Am I going to be okay?” We will give you a sense of what your future financial life will look like before you sign that final agreement. Our goal is to help you feel more hopeful, comfortable, and secure about your financial future and the decisions you make.
Known for her patience, reliability, and caring, supportive approach, Samantha is a Co-Founder of Strategic Divorce Planning. She holds the Certified Divorce Financial Analyst® designation and works closely with clients going through the separation and divorce process. Samantha is the child of divorce and has experienced its impact with many other family members. She can relate to what it is that you and your family are going through, and she is passionate about providing support to families in divorce.read more
Since 1989, clients have chosen Bob as their lead financial professional for his knowledge and genuine concern for their individual needs. Having been through a divorce himself, Bob understands the unique challenges divorce can present in someone’s financial future and is committed to working with clients through all phases of their divorce.read more
Andrea Bates McGrath started her career in 1988 after graduating from Suffolk University. She began at Bates Insurance Agency which was started by her father in 1976. In the early 90s she obtained her series 7, 6, 63 and 66 and became a Registered Rep with Aetna. In 2014 she obtained her CFP and in 2018 her CDFA. Over the years she has worked with men and women to help them have what they need so they can live how they want in retirement. Having honed her skills of helping people plan and protect from her parents who were both committed community members and leaders.read more
Jim is a highly skilled, experienced, and educated financial planner whose focus is on educating the community on how to make sound financial decisions in the new complex world we live in. His practice is focused on divorce planning, distribution planning, asset protection and strategic modeling. He focuses on helping his clients recapture money they are losing through paying excess taxes today or in the future; understanding how financial instruments work together; and the ripple effects of decision making on a financial model.read more
A Partner at Commonwealth Financial Group, Parker has provided principled financial advice to his clients for nearly a decade. He works with his clients through an intentional wealth building process that focuses on the why behind important investment and financial decisions. Parker’s enthusiasm for financial planning and investment advice stems from personal experiences growing up where money was sometimes seen as a barrier to achievement. He believes that if spent wisely, money can be a great tool to help his clients achieve success in life, however they define it.read more
Kamel is a Financial Advisor, and is licensed in the fields of Insurance, Investments & Planning. Kamel has been in the financial services arena since 2008.
As a CDFA – Certified Divorce Financial Analyst – & the financial advisory arm of Vesta, Kamel offers comprehensive divorce financial planning services for those considering or going through the divorce process. He helps by looking at asset division options, cash flow analysis and the future implications of financial decisions people make during the divorce process. In essence, his goal in working with clients is to help them answer the question “Am I going to be okay?”.read more
Glenn is a Wealth Management Advisor (Series 65), Certified Divorce Financial Analyst (CDFA® ), a Life & Health Agent is Medicare certified and a member of Signature Resources.
He has dedicated a large part of his practice focus to working with clients in all phases of the divorce process. Glenn provides his clients with holistic financial wellness planning and designs plans which take into consideration the division of assets, income analysis, tax diversification and planning for retirement to provide clients with their best financial outcomes in the divorce process. Glenn’s mission is to give people peace of mind and clarity in knowing “they came to the right place” to navigate the divorce process.read more
Tanya’s compassionate approach stems from her own experience with divorce. After her divorce, she started over as a single mother of two boys and joined the financial services industry. Her specialties include comprehensive college and divorce financial planning. She holds the Certified Divorce Financial Analyst® designation and works closely with people going through the divorce and separation process.read more
Gregory is a Financial Planner and Certified Divorce Financial Analyst ( CDFA®). The sole purpose of his practice is to create better financial outcomes for his clients. He believes that personalized service, a shared vision, and a balanced academic approach to wealth management is key. He graduated with a double major in mathematics and music from the University of California, Santa Barbara where he also played on their lacrosse team. Out of college, Gregory worked teaching math and music while also coaching a local youth lacrosse team. In his financial practice, Gregory continues to educate people to become empowered to make their own decisions with confidence. He finds great fulfillment helping people with their finances, because through one’s finances they realize their dreams. Having the opportunity to help people make their various dreams become a reality is a profoundly rewarding experience.read more
Ivan helps clients going through the Divorce Process take control of the process and create better outcomes.
As Program Manager for Vesta: A New Vision for Divorce, Ivan also connects clients to all the Legal and Emotional resources they may need during the Divorce process as well as meeting their financial needs through Divorce Financial Analysis.read more
Pratik has been in multiple financial services roles since 2002. Successfully navigating his own divorce and a having a healthy co-parenting relationship with his ex, he is well aware of all the emotional turbulence associated with the divorce process. He truly believes in a collaborative, respectful and empathic approach.read more
Cheryl joined Strategic Divorce Planning in March 2019 as the Office Manager. Cheryl has a varied background in customer service, project management and supporting senior executives, with a little marketing & recruiting along the way as well.read more