Marriage Dissolution
CDFA™ Certified Divorce Financial Analyst™ designation from the Institute for Divorce Financial Analysts — This designation is provided by the Institute for Divorce Financial Analysts. CDFAs™ assist in the financial aspects of dissolving marriages and partnerships.
Planning and Finance Experience
Owner, AB & Associates, Strategic, Divorce, Financial Planning, Tax Analysis & Preparation
Chief Financial Officer, San Francisco Art Institute
Assistant Superintendent of Planning & Finance, The Archdiocese of San Francisco
Accelerated Depreciation Tax Solution Sales, KBKG, Inc. Cost Segregation Specialists
Insurance Broker / Agent, Mike McFarlin Insurance
Budget Director, University of San Francisco
Senior Staff, Appraisal and Valuation Department, Arthur Andersen & Company
- Education & Affiliations
MBA — University of San Francisco
BS Business Finance — University of San Francisco, Cum Laude, Salutatorian, Beta Gamma Sigma
Institute for Divorce Financial Analysts
American Association of Certified QDRO Professionals (AACQP™)
RCS-DTM Real Estate Collaboration Specialist – Divorce
Professional Women’s Networking, Women Owned Networking
- Highlights of Qualifications
CDFA™ Certified Divorce Financial Analyst designation from the Institute for Divorce Financial Analysts
Qualified and Testified as an Expert Witness in areas of Watts/Epstein, Hug/Nelson, income identification, expense analysis, separate property tracing, opinion of business value, tax return analysis to determine income, property division, conversion of funds in breach of spouse’s fiduciary duty.
QDRO – Certified Qualified Domestic Relations Order QDRO Specialist from AACQP
CaliforniaDepartment of Real Estate, CA DRE # 02070601
RCS-DTM Real Estate Collaboration Specialist – Divorce
EA- Enrolled Agent EA113455 CTEC Registered Tax Preparer #A180472; IRS PTin ID P01039081
State of California Department of Insurance License #0G88154 Accident and Health Agent, Fire and Casualty Broker-Agent and Life-Only Agent
MBA with over 20 years experience in Financial Planning and Analysis, Fund Accounting, Grant Management Strategic Planning, Budgeting and Review Processes, Revenue Projection Modeling, Compensation Modeling, Efficiency Implementation