Professional
Soho and his team implement a comprehensive financial planning experience for highly-skilled professionals who are willing to pause their lives and seriously examine their financial position. They are advocates of financial literacy, empowering clients to get in the driver's seat of their plan. They are a trusted partner in their community, supporting professionals, families, and privately-owned businesses. When you join the community of leaders, moguls, and change-makers working with this team, you will never be alone again on your journey to a secure and abundant future.
Certified CDFA® Professional
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. CDFA® professionals provide the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:
- Understanding the short-term and long-term effects of dividing property.
- Analyzing pensions and retirement plans.
- Determining if the client can afford the marital home, and if not, what he or she can afford.
- Recognizing the tax consequences of different settlement proposals.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | International Finance- Global Business | University of Southern California |
| Minor | Leadership and Human Relations | University of Southern California |