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Jerry Cohen CPA/PFS, ChFC, CDFA™, CLU
Stephanie Maloney CFP™, CDFA™
16000 Ventura Boulevard, 5th Floor
Encino,
California
91436
Phone: 818-706-2998
301 N. Lake Avenue, Suite 130
Pasadena,
California
91101
Phone: 626-356-2440
2908 Pacific Avenue Venice, California 90291 Phone: 310-301-7239 2625 Townsgate Road, Suite 330 Westlake Village, California 91361 Phone: 818-706-2998 |
Are You Facing Financial Challenges?
You need information
Today’s decisions establish the foundation for tomorrow’s financial security. You want to be sure that divorce settlement proposals that seem fair today will meet the test of time. Having all the information – the right information – now - can keep you from having to revisit tax and financial issues in the future.
Financial Solutions for Divorce provides information and knowledge to help you arrive at prudent financial decisions both during and after your divorce. With specialized training and experience in divorce financial planning, the principals of Financial Solutions for Divorce provide knowledge and an objective financial viewpoint.
Divorce financial planning
We begin by helping you articulate your financial needs, concerns, and objectives. Then, we help you identify accurate values for your assets, debts, income and expenses.
Financial Solutions for Divorce prepares schedules that project cash flows, net worth, and tax effects of proposed settlements. Putting that information in language you can understand helps you take the next steps.
We consult with you, your attorneys, and other advisors to evaluate financial reports and proposed divorce settlements, answer questions, and provide the information and advice you need to go forward.
Thorough financial planning sets a positive tone for productive discussions. Clients find that the process becomes more efficient and cost effective. Their stress, frustration, and anxiety diminish. They feel confident and prepared to make prudent financial decisions.
Jerry Cohen
Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst™ (CDFA™), CLU
Jerry Cohen facilitates financial settlements for divorcing couples and individuals. He provides the information and knowledge to help clients arrive at prudent financial decisions both during and after the divorce. He is a principal of Financial Solutions for Divorce.
Prior to entering the divorce financial planning profession, Jerry was the managing partner for a local CPA firm, managed his own independent financial planning firm, and held several management positions in national and international financial services companies. He grew up in Chicago, Illinois and has lived in southern California since 1971.
Education and credentials:
- BS degree in accounting from California State University, Northridge, 1973.
- Certified Public Accountant (CPA) license in 1976,
- Professional Designation in Personal Financial Planning, 1983,
- Chartered Financial Consultant (ChFC) credential, 1999,
- Chartered Life Underwriter (CLU) credential, 2002,
- Certified Divorce Financial Analyst™ (CDFA™) credential, 2002,
- AICPA Personal Financial Specialist (PFS) credential, 2004,
- Collaborative Divorce™ training, 2004.
Accomplishments:
- Contributing editor for Practical Financial Planning magazine.
- Charter member and served on the board of the San Fernando Valley chapter of the International Association of Financial Planning.
- Served on the California Senate Rules Committee Task Force on Financial Planning
- Past President of the American Association of Personal Financial Planners
- Past Chairman of the Los Angeles Chapter of the California Society of CPAs Personal Financial Planning Committee.
- Currently serves on the board for the Los Angeles Collaborative Family Law Association.
Professional Memberships:
- American Institute of CPAs/Personal Financial Planning Division
- Institute for Certified Divorce Planners
- Financial Divorce Association
- International Academy of Collaborative Professionals
- California Society of CPAs/Family Law Section
- Society of Financial Services Professionals
- Los Angeles Collaborative Family Law Association
Stephanie Maloney
Certified Financial Planner™ (CFP™), Certified Divorce Financial Analyst™ (CDFA™)
Stephanie Maloney, has over 20 years of professional experience in the financial services industry providing a broad range of financial and advisory services for her clients.
Ms. Maloney is one of the first practicing divorce planners in the Los Angeles area and has 6 years of experience working as a divorce financial planner. Stephanie earned her Certified Financial Planning credentials from the College for Financial Planning in Denver, Colorado in 1991. She completed the Collaborative Divorce™ training was also trained by the Institute for Divorce Financial Analysts as a Certified Divorce Financial Analyst.
Having personally gone through a divorce involving the future of her child, Stephanie is prepared to assist her clients, both financially and emotionally. Stephanie’s education and expertise focus on eliminating emotional aspects while setting up a disciplined approach to making financial and investment decisions. She does this by providing dynamic tools and techniques and counsel, to help individuals reach their personal and financial goals.
"Since the time I began my financial services career in 1984 I have been evolving my skills in response to client requests and needs. I continually look for new ways to give them my personal best in attention, intelligence, care, and overall service. I really try to know my clients, their feelings, aspirations, goals, philosophies, concerns, hopes, fears and dreams through a "discovery" process. Based on the data provided, I proactively work with other advisors and specialists to identify and address problems and needs."
Stephanie is also an Independent Registered Principal with Associated Securities Corp., and an Advisory Affiliate with Associated Planners Investment Advisory Inc., a Registered Investment Advisor. She is also a National Association of Securities Dealers Office of Supervisory Jurisdiction manager for other independent representatives for Associated Securities Corporation and Associated Planners Investment Advisory, Inc.
Stephanie enjoys spending time with her family; Patrick, her husband, and their three girls and living by the beach in Venice, California.
Please email us or visit our website for additional information.
