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SUMMARY   Services Excellence Summary

After a difficult divorce, Nancy started Smarter Divorce Solutions. Nancy is a certified financial planner and advisor since 1999. Charles Schwab was her main employer for the majority of her professional career. In 2011, she became an independent financial advisor and portfolio manager. She continues to offer full-service investment planning, as well as divorce services through Smarter Divorce Solutions. Nancy established the Divorce Financial Planner Training Center in 2016 to provide continuing education for CDFA(r), holders all over the world. Nancy is a master analyst in financial forensics (MAFF(tm), a certified divorce financial analyst (CDFA(r), Accredited Wealth Management Advisors (AWMA), Accredited Asset Management Specialists (AAMS), Chartered Mutual Fund Counselors (CMFC), and a trained mediator.

 

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Divorce Financial Planner Training Center Reviews: 2. Average Rating: 5.0
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