Lili Vasileff, Cfp, Maff, Cdfa

Lili Vasileff, Cfp, Maff, Cdfa Email and Phone Number

Certified Divorce Financial Analyst, Mediator, Matrimonial Litigation Expert, Divorce Financial Expert, Financial Forensics, Wealth Advisor, Collaborative Divorce, Financial Planner, Speaker, Author @ Wealth Protection Management
Lili Vasileff, Cfp, Maff, Cdfa's Location
Greenwich, Connecticut, United States, United States
Lili Vasileff, Cfp, Maff, Cdfa's Contact Details

Lili Vasileff, Cfp, Maff, Cdfa personal email

About Lili Vasileff, Cfp, Maff, Cdfa

What makes Lili's financial expertise unique is her 'hands on'​ personalized attention as an advocate and ally to her clients. Integrity and commitment to excellence are her core business values. She is a nationally recognized divorce financial expert, author, speaker, writer and a trusted "go-to" expert for legal professionals across the country in high net worth and highly complex financial divorces. Lili is passionate about every client and family she works with. Lili helps individuals and families that experience critical miscommunications and conflicts over money, while still married as well as during the divorce process. With over 30 years of experience, she supports clients as either client advocate, mediator, financial neutral, or expert witness, depending on the legal process: mediation, collaborative divorce or litigation. She is regularly quoted and interviewed across print, radio, TV, and online. Lili is the author of 4 books on divorce. She was invited by the American Bar Association to write their first and only book on money and divorce: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association. Her 3 other books are: “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, & “The Divorce Planner Checklist”, (available on Amazon.com) and co-edited "Divorce & Separation, Connecticut Edition 2021".Numerous awards include: the prestigious national 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning; Women’s Choice Award as a highly recommended Financial Advisor by Women for Women; CEO Today 2018 Business Woman of the Year Award; Five Star Wealth Manager Award for last 8 years; and Marquis Who’s Who Albert Nelson Lifetime Achievement Award in 2019.As president of a bespoke wealth protection planning firm, our divorce financial planning services are geared to the complexity, size and nature of each specific case to achieve a sustainable divorce settlement for long-term benefit. We work with clients before, during and post divorce to resolve and settle cases. Our wealth protection management services focus on our client’s financial security, based on a client's needs, reformulating goals, navigating and resolving conflicts over money between loved ones, and managing clients' wealth. We offer prenuptial, postnuptial and trust consultation services via mediation and collaboration. Our firm is an independent, registered investment advisor.

Lili Vasileff, Cfp, Maff, Cdfa's Current Company Details
Wealth Protection Management

Wealth Protection Management

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Certified Divorce Financial Analyst, Mediator, Matrimonial Litigation Expert, Divorce Financial Expert, Financial Forensics, Wealth Advisor, Collaborative Divorce, Financial Planner, Speaker, Author
Lili Vasileff, Cfp, Maff, Cdfa Work Experience Details
  • Wealth Protection Management
    Certified Financial Planner; Master Analyst Financial Forensics, Certified Divorce Financial Analyst
    Wealth Protection Management Feb 1991 - Present
    Greater Metro Nyc And Greenwich, Ct As Well As Nationwide
    President and Founder, Divorce and Money Matters, LLCPresident and Founder, Wealth Protection ManagementSpecializing in divorce financial planning services and financial forensics for matrimonial litigation as well as expert, independent investment advisory services for wealth protection and management. ▶️ My Divorce Financial Planning Services:- Gathering, Organizing, and Compiling of Financial Information- Financial Fact-Finding (Financial Discovery) & Analysis- Financial Forensics (tracing, lifestyle, fraud, valuation)- Preparation of Financial Reports- Financial Strategy- Assist with Interrogatories, Depositions, Negotiations- Litigation Support & Expert Testimony- Trial Preparation- Post-divorce carryover and implementation of judgment terms of financial separation- Long-term Financial Planning Post Divorce & Wealth Management (investments)▶️ My Investment Advisory Services:Personalized, comprehensive Wealth Mentoring Solutions - Intelligent investing- Optimal, cost effective strategies- In-depth research- Custom tailored portfolio selection- Asset management- Wealth preservationTo help you, my client- Objective, unbiased advice- Specialty in working with women with investable assets between $1 - 25 million- Strategic guidance in areas of estate, tax, and risk management- Offering invaluable secondary investment advisory opinions and recommendations
  • Wealth Protection Management
    Mediator, Collaborative Financial Specialist, Financial Neutral, Divorce Litigation Expert
    Wealth Protection Management Sep 2000 - Present
    Greenwich Ct
    ▶️ Specializing in divorce financial planning services, before, during and after divorce; Trainer for divorce financial planning as well as for collaborative divorce to attorneys, financial practitioners and allied professionals; Specializing in high net worth financially complex divorces and also special needs families.✅ Post Divorce Checklists✅ Special Needs Checklists
  • Wealth Protection Management
    Fee-Only Certified Financial Planner, Wealth Manager, Independent Registered Investment Advisor
    Wealth Protection Management 1991 - Present
    Ct And Greater Metro Nyc As Well As Nationwide Expert For Litigation
    After focusing for decades on the impact of divorce on wealth, I share with you KEY strategies for how to pre-empt and resolve conflicts over money, and how to preserve and protect wealth accumulation. A trusted counselor and sought-after educator for individuals around the country, I understand and facilitate conversations around financial infidelity, life transitions, challenging conflicts, and difficult decisions.Whether divorce, marital mediation, cohabitation, or in a blended family, protecting your wealth relies on proactive advocacy and tools to help you feel confident, secure, and in control. I will provide a roadmap to help you navigate changing and challenging circumstances. I provide a certain clarity for developing solutions for overall wealth protection and preservation..…see more▶️My Wealth Management Services:• Financial planning and guidance Prenuptial and Postnuptial Agreements Cohabitation Agreements• Wealth protection strategies ▶️ My Investment Advisory Services:Personalized, comprehensive Wealth Mentoring Solutions - Intelligent investing- Optimal, cost effective strategies- In-depth research- Custom Tailored Portfolio selection- Asset management- Wealth preservation & protection
  • Money & Divorce By Lili Vasileff
    Divorce Book Author, Speaker, Writer, Trainer
    Money & Divorce By Lili Vasileff 2011 - Present
    Greenwich, Connecticut, United States
    𝑴𝒐𝒏𝒆𝒚 & 𝑫𝒊𝒗𝒐𝒓𝒄𝒆: 𝑻𝒉𝒆 𝑬𝒔𝒔𝒆𝒏𝒕𝒊𝒂𝒍 𝑹𝒐𝒂𝒅𝒎𝒂𝒑 𝒕𝒐 𝑴𝒂𝒔𝒕𝒆𝒓𝒊𝒏𝒈 𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍 𝑫𝒆𝒄𝒊𝒔𝒊𝒐𝒏𝒔 Jan 1, 2018Financial planning for the future is an essential part of every divorce settlement. Separating couples often face a significant financial transformation. The bottom line is that two households must now survive on the dollars that formerly supported one. Transition is a critical time when you need the most help to understand the pros and cons of your financial options, how to set priorities, and when to reach a settlement with confidence.𝐎𝐭𝐡𝐞𝐫 𝐁𝐨𝐨𝐤𝐬 𝐈𝐧𝐜𝐥𝐮𝐝𝐞:𝑫𝒊𝒗𝒐𝒓𝒄𝒆 𝒂𝒏𝒅 𝑺𝒆𝒑𝒂𝒓𝒂𝒕𝒊𝒐𝒏 - Connecticut Edition: A practical guide to making smart decisions (Divorce and Separation: A Practical Guide to Making Smart Decisions) Jul 27, 2021by Co-Editors Rosemarie Ferrante, Lili Vasileff (Michael Lang, Peter Nicholson, Fiona McAuslan)𝑻𝒉𝒆 𝑫𝒊𝒗𝒐𝒓𝒄𝒆 𝑷𝒍𝒂𝒏𝒏𝒆𝒓 𝑪𝒉𝒆𝒄𝒌𝒍𝒊𝒔𝒕: 𝑵𝒂𝒗𝒊𝒈𝒂𝒕𝒆 𝒂𝒏𝒅 𝑵𝒆𝒈𝒐𝒕𝒊𝒂𝒕𝒆 𝒀𝒐𝒖𝒓 𝑾𝒂𝒚 𝒕𝒐 𝒂𝒏 𝑶𝒑𝒕𝒊𝒎𝒖𝒎 𝑶𝒖𝒕𝒄𝒐𝒎𝒆Hardcover – February 16, 2018by Laura Campbell (Author), with Lili Vasileff (Author)𝑻𝒉𝒆 𝑼𝒍𝒕𝒊𝒎𝒂𝒕𝒆 𝑫𝒊𝒗𝒐𝒓𝒄𝒆 𝑶𝒓𝒈𝒂𝒏𝒊𝒛𝒆𝒓 Ring-bound – August 18, 2011by Laura Campbell (Author), Lili Vasileff (Author)7 𝑺𝒕𝒆𝒑𝒔 𝒕𝒐 𝑷𝒓𝒐𝒕𝒆𝒄𝒕 𝒀𝒐𝒖𝒓 𝑾𝒆𝒂𝒍𝒕𝒉 𝑫𝒖𝒓𝒊𝒏𝒈 𝑻𝒓𝒂𝒏𝒔𝒊𝒕𝒊𝒐𝒏e-book Subscribe to my newsletter and receive your free guidebook and other checklists to help you plan for your financial needs. - https://wealthprotectionmanagement.com/#getguidebook
  • The Association Of Divorce Financial Planners
    President Emeritus Of The Board Of Directors Of The Association Of Divorce Financial Planners
    The Association Of Divorce Financial Planners Jan 2013 - Present
    As President Emeritus, I provide visionary leadership and guidance to the Board of Directors of the national Association of Divorce Financial Planners.
  • The Association Of Divorce Financial Planners
    President
    The Association Of Divorce Financial Planners Jan 1999 - Dec 2012
    Longest serving tenure of any President of the Association. During Lili's term of over 15 years as President of the ADFP, she established critical outreach programs to financial professionals, allied divorce professionals and the general public, that helped establish the legitimacy of the divorce planning profession. During her tenure, she has been a leading advocate for fiduciary standards and ethics in divorce financial planning as well as been tireless in promoting ADFP’s presence and leadership in the financial community. The ADFP has thrived during her term and grown from a small local practice group to a national organization with state chapters as well as alliances with international practitioners
  • Security Pacific Banking Corporation
    Svp, International Treasurer
    Security Pacific Banking Corporation 1984 - 1991
  • United Bank Of Denver
    Vice President
    United Bank Of Denver 1982 - 1984

Lili Vasileff, Cfp, Maff, Cdfa Skills

Investment Strategies Alternative Dispute Resolution Investment Advisory Financial Services Trusts Securities Portfolio Management Wealth Management Asset Management Estate Planning Strategic Financial Planning Litigation Mediation Collaborative Law Special Needs Planning Retirement Planning Investments Wealth Separate Property Tracing Wealth Management Services Property Division Trials Financial Planning Executive Compensation Analysis Financial Planners Attorneys Small Business Finance Financial Advisory Lifestyle Analysis Litigation Support Financial Forensics

Lili Vasileff, Cfp, Maff, Cdfa Education Details

Frequently Asked Questions about Lili Vasileff, Cfp, Maff, Cdfa

What company does Lili Vasileff, Cfp, Maff, Cdfa work for?

Lili Vasileff, Cfp, Maff, Cdfa works for Wealth Protection Management

What is Lili Vasileff, Cfp, Maff, Cdfa's role at the current company?

Lili Vasileff, Cfp, Maff, Cdfa's current role is Certified Divorce Financial Analyst, Mediator, Matrimonial Litigation Expert, Divorce Financial Expert, Financial Forensics, Wealth Advisor, Collaborative Divorce, Financial Planner, Speaker, Author.

What is Lili Vasileff, Cfp, Maff, Cdfa's email address?

Lili Vasileff, Cfp, Maff, Cdfa's email address is lv****@****aol.com

What schools did Lili Vasileff, Cfp, Maff, Cdfa attend?

Lili Vasileff, Cfp, Maff, Cdfa attended Columbia | Sipa, National Association Of Certified Valuators And Analysts (Nacva), Stanford University Graduate School Of Business, The London School Of Economics And Political Science (Lse), College For Financial Planning, Mount Holyoke College, Institut D'etudes Politiques De Paris.

What are some of Lili Vasileff, Cfp, Maff, Cdfa's interests?

Lili Vasileff, Cfp, Maff, Cdfa has interest in Social Services, Cash Management, Llc, Education, Treasury.

What skills is Lili Vasileff, Cfp, Maff, Cdfa known for?

Lili Vasileff, Cfp, Maff, Cdfa has skills like Investment Strategies, Alternative Dispute Resolution, Investment Advisory, Financial Services, Trusts, Securities, Portfolio Management, Wealth Management, Asset Management, Estate Planning, Strategic Financial Planning, Litigation.

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