East Bay CDFA, LLC.
A consulting firm specializing in case support and financial analysis surrounding divorce
Introducing Our Firm
Our firm's specialized focus is in financial strategy and analysis unique to the process of divorce. We provide financial expertise to the family law community as well as planning and guidance to the divorcing party.
Our team has a combined twenty three years of practical application in the areas of accounting, asset valuation, and financial consulting.
We understand the financial risks inherent in divorce. That understanding, along with our training and experience, help us guide clients through this complicated and challenging transition.
Provided Services
01.
Financial Analysis
We provide a wide range of analytic services including forensic tracings, financial projections, and asset trade-off assessments which aid in the discovery and strategy processes.
02.
Valuations
We can provide a formal valuation for pension benefits, deferred compensation accounts, equity compensation awards, and supplemental plans.
03.
QDRO Preparation
Have a Certified QDRO Specialist® draft your QDRO. We’ll take you through the process from drafting the QDRO to assisting with court processing. We can also help draft a joinder if necessary.
04.
Post Divorce Planning
We can help you to take control of your finances post-divorce and plan for the future. We survey where you are today and then plot the appropriate course to effectively move you forward.
Our Partners
Nicholas Ventimiglio
CDFA® WMS® BFA™
"In everyone’s life there are unexpected challenges and stressful transitions.
Whether sudden or expected, insuring your divorce doesn't "derail" your
future is crucial."
Trevor Scotto
CPA® CFP® CDFA®
"You need a tailored plan that allows you to securely emerge from the transition of divorce. The goal of our firm is to provide our clients with peace of mind and most importantly the confidence to move forward."
"A fresh start is a journey that requires a plan."
Vivian Jokotade
