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
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
Nina has been a practicing CPA for nearly 30 years primarily working with individual and small business clients with tax preparation, tax planning, and consulting. As a CDFA®, she works closely with clients and their attorneys during all stages of the divorce process to understand the tax and financial implications of various divorce settlement options, assist with post-divorce budgeting and housing considerations, income, and asset discovery, and forensics accounting. Nina believes that through financial knowledge comes less anxiety and empowerment which allows you to make the most informed decisions possible.read more
As a Divorce Financial Expert, Pratik uses his 20+ years in the financial space to help individuals get financially organized and prepared to navigate the divorce process. With a focus on collaboration and mediation, his philosophy is to help you at the beginning, middle and post-divorce process. He commonly refers to his own personal divorce as a “successful transition to the next chapter of my life.”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
Russ focuses on using his personal experiences to remove the conflict as much as possible from the separation process in order to help his clients focus on what needs to be accomplished without allowing the “white noise” to distract them from their goals.
With a background in business planning and estate planning, Russ aids in simplifying the financial components to give a clear answer on what his clients have and what they need to feel empowered through the process. He will provide clarity on what life will look like after the separation and aid with any additional planning this chapter may require.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
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
Aubrey joined the team at Strategic Divorce Planning in 2020 as our Virtual Assistant. She joins with over 5 years experience of working remotely with various high level executives.read more