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Certified Divorce Financial Analyst

What is a CDFA®?

A CDFA certification indicates a financial professional has completed an intensive training program to become skilled in analyzing and providing expertise in the specific financial issues that come up during a divorce.

To become a CDFA® (Certified Divorce Financial Analyst), an individual must have a minimum of three years of professional experience in finance or divorce and a Bachelors degree. The training program for the CDFA exam is thorough, requiring 80-100 hours’ time for most individuals before taking the exam to achieve the certification. Once the CDFA certification is achieved, yearly renewal and continuing education is required to keep the designation.

As a Certified Divorce Financial Analyst (CDFA®), I assist clients along with their attorneys to understand how the financial decisions you make during a divorce will impact your financial future.

The role of a CDFA® and why you need one

When I work with clients who are going through a divorce, my mission is to help you achieve a fair and workable settlement that enables you to move forward with dignity and confidence. Couple who have a high net worth face many intricate financial details that concern tax issues, CRA rulings, capital gains, dividing pensions, and so on.

Because the ramifications and consequences of financial mistakes during divorce can be so high for ultra-high net worth individuals, they can have far-reaching consequences in your new life. Adding a CDFA® to your legal team ensures you have someone specifically analyzing and planning for your financial future to achieve the best possible outcome.

A Certified Divorce Financial Analyst can advise you on:

  • Marital property
  • Division of assets
  • Analysis and negotiation of the divorce settlement
  • Housing
  • Debts
  • Alimony
  • Child support
  • Tax implications
  • Retirement accounts
  • Healthcare coverage
  • Financial planning going forward
  • Pension and retirement plan division
  • Insurance needs

If you have investible assets in excess of seven or eight figures, and are going through a divorce, contact me for a complimentary discovery meeting to discuss how we can preserve your wealth and achieve an equitable settlement.

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24901 Dana Point Harbor Dr., Suite 200
Dana Point, CA 92629

Phone: (949) 363-8686

bart@optivestinc.com

Bart Zandbergen, CFP
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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

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Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450