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@equitabledivorce.net
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Lisa Gresham, Cdfa™ is listed as Helping clients disentangle and move forward with financial independence and stability after divorce. at EQUITABLE DIVORCE SOLUTIONS, LLC, a company with 5 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at equitabledivorce.net and a matched LinkedIn profile for Lisa Gresham, Cdfa™.
Lisa Gresham, Cdfa™ previously worked as Principal at Equitable Divorce Solutions, Llc and Consultant at Advest, Inc. Lisa Gresham, Cdfa™ holds Bs, Business And Economics from State University Of New York College At Plattsburgh.
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Realizing a successful divorce involves being educated about your options and realistic about your expectations.As a Certified Divorce Financial Analyst (CDFA™) with over 30 years of financial and investment experience, I founded Equitable Divorce Solutions, LLC in 2003 to focus solely on the complex financial issues specific to divorce. Blending professional knowledge with personal experience, I work across all disciplines (mediation, collaborative and litigation) to aid in the design of settlement options that will help my clients move toward financial independence and stability after divorce.With an accurate and comprehensive analysis of my client's income, expenses, assets and debts as well as economic and market conditions, I am able to provide them with information on the immediate and long term impact of different options they are considering. Planning for “life after divorce” is critical. I help my clients avoid the common financial pitfalls that are often associated with divorce.I also collaborate with other divorce professionals, including attorneys. In addition to aiding in the discovery process, I support my clients’ legal advisors by providing knowledge and expertise in the areas of tax planning, rules or retirement accounts, pension analysis, corporate compensation and benefits, cash flow and net worth projections, as well as an equitable division of assets.In addition to my practice, I am one of four partners of the CT Family Mediation Training Group, an organization providing divorce mediation training for attorneys, financial and mental health professionals.CONTACT ME at 203-245-1225 or www.equitabledivorce.net
Listed skills include Financial Analysis, Certified Divorce Financial Analyst, Personal Budgeting, Legal Support Services, and 14 others.
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Madison, CT
Equitable Divorce Solutions, LLC is a fee only consulting firm specializing in divorce financial analysis and planning. We work with clients, attorneys and other divorce professionals. Services include lifestyle and needs analysis, asset valuation, settlement negotiation, evaluation and long-term planning for all types of divorce (litigation.
Consultant – Product Development and MarketingDeveloped THE MASTER PORTFOLIO™, a wrap fee investment management service. Performed manager search and selection, negotiated with and hired managers ranging in assets under management from $150M to $4.5B.Produced all marketing and sales materials for Financial Advisors.Directed sales training program.
Designed and implemented program to build new, and improve existing, direct consultant relationships.Increased manager search activity and new business proposals by greater than 50 percent.
Coordinated marketing for all of Advest Group’s investment management services through broker network. Represented Boston Security Counsellors, Inc. ($400M), the Advest Managed Portfolio Service and the Advantage Family of Mutual Funds ($300M).Marketed a proprietary asset allocation service to pension plan administrator affiliate (3,000 accounts and $1.5B.
Cultivated and maintained relationships with Advest Financial Advisors.Participated in client meetings and assisted Financial Advisors with closings.
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Lisa Gresham, Cdfa™ works for EQUITABLE DIVORCE SOLUTIONS, LLC.
Lisa Gresham, Cdfa™ is listed as Helping clients disentangle and move forward with financial independence and stability after divorce. at EQUITABLE DIVORCE SOLUTIONS, LLC.
AeroLeads has found 1 work email signal at @equitabledivorce.net for Lisa Gresham, Cdfa™ at EQUITABLE DIVORCE SOLUTIONS, LLC.
Lisa Gresham, Cdfa™ is based in New York City Metropolitan Area, United States, United States while working with EQUITABLE DIVORCE SOLUTIONS, LLC.
Lisa Gresham, Cdfa™ has worked for Equitable Divorce Solutions, Llc, Advest, Inc, Hellman, Jordan Management Company, Inc, Advest Group, Inc, and Boston Security Counsellors, Inc..
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Lisa Gresham, Cdfa™ holds Bs, Business And Economics from State University Of New York College At Plattsburgh.
Lisa Gresham, Cdfa™ is listed with skills including Financial Analysis, Certified Divorce Financial Analyst, Personal Budgeting, Legal Support Services, Investments, Personal Financial Planning, Mediation, and Investment Management.
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