Laurel Wealth Advisors
8008 Girard Ave. Ste. 330
La Jolla, CA 92037
122 15th Street, #539
Del Mar, CA 92014
Tel: (858) 459-1101 x:542
- BBA, 1979, Hofstra University
- Certified Financial Planner CFP, 1992
- Certified Divorce Financial Analyst (CDFA), formerly Certified Divorce Planner (CDP) 1999
I am a Certified Financial Planner and a Certified Divorce Financial Analyst. I assist individuals and couples in the midst of this stressful transition to gain control over their financial future. I guide you and/or your spouse through the financial maze of divorce by providing you with the financial education and information you need in order to make smart financial decisions. I team with many family law attorneys and mental health professionals in my role as the financial neutral in a collaborative divorce.
I started my career on Wall Street over 30 years ago. My financial background has proven uniquely helpful in the area of divorce, an area I have been specializing in for more than ten years. I am an advocate of “Financial Mediation” and “Collaborative Divorce”. These are non-adversarial methods for divorcing that promote dignity, respect, financial education and joint parenting. I am a frequent speaker at local divorce support groups. I am an active member of the following associations: Collaborative Family Law Group of San Diego, the International Association of Collaborative Professionals and the Financial Planning Association, amongst others.
Since 2000 when I started specializing in the area of financial guidance during divorce, I and/or my company, Walsh Financial have been nominated for many Business Excellence and Influential Women in Business awards. I have been a guest lecturer for Northwestern School of Continuing Studies for their Mediation Training and an instructor for their “Advanced Topics in Mediation” and “Advanced Topics in Financial Planning – Divorce and Financial Planning” courses.