Provided Services

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. 

Valuations

We can provide a formal valuation for pension benefits, deferred compensation accounts, equity compensation awards, and supplemental plans.

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.

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

"A fresh start is a journey that requires a plan."

Vivian Jokotade

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© 2020 East Bay CDFA, LLC. All rights reserved. 

2603 Camino Ramon #200

San Ramon CA 94583

Tel: 833-303-2603

Fax: 888-902-1062

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