Our
Experience
Jerry Cohen
Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst™ (CDFA™)
Jerry Cohen, CPA/PFS, ChFC, CDFA™, CLU facilitates financial settlements for divorcing couples and individuals. He provides the information and knowledge to help clients arrive at prudent financial decisions both during and after the divorce. He is a principal of Financial Solutions for Divorce, a divorce financial planning firm with offices in Pasadena, Los Angeles, Encino, and Westlake, California.
Jerry received his BS degree in accounting from California State University, Northridge in 1973. He earned his CPA license in 1976, a Professional Designation in Personal Financial Planning in 1983, his Chartered Financial Consultant (ChFC) credential in 1999, his Chartered Life Underwriter (CLU) credential in 2002, a Certified Divorce Financial Analyst™ (CDFA™) credential in 2002, his AICPA Personal Financial Specialist (PFS) credential in 2004, completed his Collaborative Divorce™ training in 2004, completed 30 hours of basic mediation training in 2005, 40 hours of divorce mediation training in 2007, and Advanced Family and Divorce Conflict Resolution Training in 2007.
Jerry currently serves on the board of the California Divorce Planners Network. He was a charter member and served on the board of the San Fernando Valley chapter of the International Association of Financial Planning. He served on the California Senate Rules Committee Task Force on Financial Planning, as President of the American Association of Personal Financial Planners, as Chairman of the Los Angeles Chapter of the California Society of CPAs Personal Financial Planning Committee, and on the board for the Los Angeles Collaborative Family Law Association. He was a contributing editor for Practical Financial Planning magazine.
Prior to entering the divorce financial
planning profession, Jerry was the managing partner for a local CPA firm, managed his own
independent financial planning firm, and held several management positions in national and
international financial services companies.
Jerry is a member of the American Institute of CPAs/Personal Financial Planning Division, the Institute for Certified Divorce Planners, the International Academy of Collaborative Professionals, California Society of CPAs/Family Law Section, the Los Angeles Collaborative Family Law Association, California Divorce Planners Network, and the Collaborative Practice Group of Pasadena.
He grew up in Chicago, Illinois and has
lived in southern California since 1971.
Stephanie Maloney
Certified Financial Planner™ (CFP™), Certified Divorce Financial
Analyst™ (CDFA™)
Stephanie Maloney,
Certified Financial Planner® (CFP®), Certified Divorce
Financial Analyst™ (CDFA™), was one of the first practicing divorce financial planners in the Los Angeles area. She is a principal of Financial Solutions for Divorce, a divorce financial planning firm offering problem solving on a wide range of financial issues relating to divorce, with offices in Pasadena, Los Angeles, Westlake Village and Encino, California.
Stephanie provides divorce mediation services through Peace Talks in Playa del Rey. Stephanie brings her expertise to help mediation clients make good choices for settlement. She helps determine the short-term and long-term financial impact of proposed divorce settlements, offers valuable insight into the pros and cons of different settlement proposals, and helps avoid common financial pitfalls of divorce. Stephanie is also available for private coaching on financial issues, negotiating, and high conflict.
Ms. Maloney earned her Certified Financial Planning (CFP®) credential from the College for Financial Planning in Denver, Colorado in 1991. She completed the training with the Institute for Divorce Financial Analysts as a Certified Divorce Financial Analyst in 1999. She has taken Collaborative Divorce™, completed 30 hours of mediation training in 2005 and 40 hours of divorce mediation training in 2007. In 2008, Stephanie provided coaching for mediation training programs for Mosten Mediation, Peace Talks and an advanced program for the DRS. In 2008, Stephanie became certified to teach the High Conflict Diversion Program™. The High Conflict Diversion Program™ is a resource for parents in high conflict divorce, offering strategies to help them reduce the conflict related to their custody issues.
Stephanie is a member of the Institute for Certified Divorce Planners, the California Divorce Planners Network, Los Angeles Collaborative Family Law Association, the International Academy of Collaborative Professionals, Alternate Dispute Resolution Standing Committee of the State Bar-Family Law Section (Southern California), and Associate Member of the Los Angeles County Bar.
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