Owner -President
Women'S Divorce Alliance
AeroLeads people directory · profile
Kerri Herlick Cdfa Email & Phone Number
Owner -President
at
Women's Divorce Alliance
1 work email found
@ft.newyorklife.com
3 phones found area 518 and 866
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner -President
Location
Saratoga Springs, New York, United States
Company size
Who is Kerri Herlick Cdfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kerri Herlick Cdfa is listed as Owner -President at Women's Divorce Alliance, a company with 14 employees, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at ft.newyorklife.com, phone signal with area code 518, 866, and a matched LinkedIn profile for Kerri Herlick Cdfa.
Kerri Herlick Cdfa previously worked as Investment Advisor Representitive at Hbw Advisory Services Llc and Wealth Advisor at Saratoga'S Community Federal Credit Union. Kerri Herlick Cdfa holds Bacchelor Of Science, Business Administration , Financial Planning from The College Of Saint Rose.
Company email context
Email format at Women's Divorce Alliance
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*@ft.newyorklife.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kerri Herlick Cdfa. Compare company email patterns before reaching out.
Profile bio
About Kerri Herlick Cdfa
Kerri is a Certified Divorce Financial Analyst™ and a Wealth Advisor.Kerri’s primary focus is working with women transitioning from pre-divorce through post-divorce challenges. Kerri focuses her divorce practice by helping her clients and their legal counsel avoid the long term financial vulnerabilities often accompanied by divorce settlements. Mediators, Collaborative Divorce Attorneys, and other legal professionals consult with Kerri to help provide a clear understanding of complex financial situations helping to ensure equitable settlements.
Listed skills include Securities, Retirement Planning, Strategic Financial Planning, Retirement, and 46 others.
Current workplace
Kerri Herlick Cdfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Women'S Divorce Alliance
12 roles
Kerri Herlick Cdfa work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representitive
Current. Investment advisory services offered through HBW Advisory Services LLC. HBW Advisory Services is separate from all other named entities and does not offer legal or tax advice.
Jul 2018 - Present
Owner -President
Current
Women'S Divorce Alliance
Jan 2016 - Present
Wealth Advisor
Partnering with Saratoga's Community Federal Credit Union to provide their members with comprehensive financial services. Comprehensive Financial Planning Retirement planning 403B's, 401K's, Ira's, Roth Ira's Investing - Stocks, bonds,Mutual funds, ETF's annuity's, Cd's Education planning Budgeting Managing debt Managing tax Inheritance Estate planning.
Mar 2014 - Jun 2018
Wealth Advisor
Sterling Manor Financial, Llc
CANDOR WAY WEALTH MANAGEMENT JOINED WITH STERLING FINANCIAL LLC ON JANUARY 1 2014. OFFERING OUR CLIENTS A WIDE RANGE OF SUPPORT AND OPPORTUNITY!*Securities and investment advisory services offered solely through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Candor Way Wealth Management and Cadaret, Grant are separate entities
Jan 2014 - Jun 2018
Owner - Wealth Advisor
Candor Way Wealth Management
Apr 2013 - Dec 2013
President
Double H Ranch Partners Saratoga
A wonderful partnership with Double H Ranch a camp providing free camp experiences for children with life threatening diseases.
Jan 2012 - Dec 2012
Financial Advisor
Aug 2012 - Nov 2012
Treasurer
The Woman'S Club Of Albany
May 2011 - Nov 2012
Financial Advisor
Eagle Strategies Llc
Jan 2009 - Aug 2012
Jan 2009 - Aug 2012
Financial Advisor
Jun 2004 - Nov 2007
Team & coworkers
Colleagues at Women's Divorce Alliance
Other employees you can reach at hbwadvisors.com. View company contacts for 14 employees →
BR
Brad Rudkin
Colleague at Women'S Divorce Alliance
Chico, California, United States, United States
View →
SR
Steve Roll
Colleague at Women'S Divorce Alliance
Boise Metropolitan Area, United States
View →
LM
Linda Muse
Colleague at Women'S Divorce Alliance
Lancaster, Virginia, United States, United States
View →
SC
Sean Cisney, Chfebc℠
Colleague at Women'S Divorce Alliance
Alsip, Illinois, United States, United States
View →
JB
Joseph Bonanno
Colleague at Women'S Divorce Alliance
Thousand Oaks, California, United States, United States
View →
TA
Todd A. Penrod
Colleague at Women'S Divorce Alliance
Simi Valley, California, United States, United States
View →
MM
Mimi Montero
Colleague at Women'S Divorce Alliance
Vista, California, United States, United States
View →
MB
Matthew Bowers
Colleague at Women'S Divorce Alliance
Eagle, Idaho, United States, United States
View →
Brad Rudkin
Colleague at Women'S Divorce Alliance
Chico, California, United States, United States
View →
SR
Steve Roll
Colleague at Women'S Divorce Alliance
Boise Metropolitan Area, United States
View →
LM
Linda Muse
Colleague at Women'S Divorce Alliance
Lancaster, Virginia, United States, United States
View →
SC
Sean Cisney, Chfebc℠
Colleague at Women'S Divorce Alliance
Alsip, Illinois, United States, United States
View →
JB
Joseph Bonanno
Colleague at Women'S Divorce Alliance
Thousand Oaks, California, United States, United States
View →
TA
Todd A. Penrod
Colleague at Women'S Divorce Alliance
Simi Valley, California, United States, United States
View →
MM
Mimi Montero
Colleague at Women'S Divorce Alliance
Vista, California, United States, United States
View →
MB
Matthew Bowers
Colleague at Women'S Divorce Alliance
Eagle, Idaho, United States, United States
View →
5 education records
Kerri Herlick Cdfa education
Bacchelor Of Science, Business Administration , Financial Planning
Associate Of Arts And Sciences (Aas), Business Administration And Management, General
Theatre/Theater
Education record
Hunterdon Central
Education record
Hunterdon Central
FAQ
Frequently asked questions about Kerri Herlick Cdfa
Quick answers generated from the profile data available on this page.
What company does Kerri Herlick Cdfa work for?
Kerri Herlick Cdfa works for Women's Divorce Alliance.
What is Kerri Herlick Cdfa's role at Women's Divorce Alliance?
Kerri Herlick Cdfa is listed as Owner -President at Women's Divorce Alliance.
What is Kerri Herlick Cdfa's email address?
AeroLeads has found 1 work email signal at @ft.newyorklife.com for Kerri Herlick Cdfa at Women's Divorce Alliance.
What is Kerri Herlick Cdfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 518, 866 for Kerri Herlick Cdfa at Women's Divorce Alliance.
Where is Kerri Herlick Cdfa based?
Kerri Herlick Cdfa is based in Saratoga Springs, New York, United States while working with Women's Divorce Alliance.
What companies has Kerri Herlick Cdfa worked for?
Kerri Herlick Cdfa has worked for Women'S Divorce Alliance, Hbw Advisory Services Llc, Saratoga'S Community Federal Credit Union, Sterling Manor Financial, Llc, and Candor Way Wealth Management.
Who are Kerri Herlick Cdfa's colleagues at Women's Divorce Alliance?
Kerri Herlick Cdfa's colleagues at Women's Divorce Alliance include Brad Rudkin, Steve Roll, Linda Muse, Sean Cisney, Chfebc℠, and Joseph Bonanno.
How can I contact Kerri Herlick Cdfa?
You can use AeroLeads to view verified contact signals for Kerri Herlick Cdfa at Women's Divorce Alliance, including work email, phone, and LinkedIn data when available.
What schools did Kerri Herlick Cdfa attend?
Kerri Herlick Cdfa holds Bacchelor Of Science, Business Administration , Financial Planning from The College Of Saint Rose.
What skills is Kerri Herlick Cdfa known for?
Kerri Herlick Cdfa is listed with skills including Securities, Retirement Planning, Strategic Financial Planning, Retirement, Iras, Finance, Estate Planning, and Financial Planners.
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