Panel: How to Practice as a CDFA Professional

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Recorded On: 05/06/2019

Industry experts discuss best practices for your CDFA practice. The panel: Faisal Karmali, Sandi Gumeson, Diane Pappas, Donna Cheswick, Ben Feldmeyer, and Carol Lee Roberts.

Faisal Karmali

CIM, CDFA, CFP

Faisal Karmali is First Vice President and Investment Advisor at the Popowich Karmali Advisory Group, part of CIBC Wood Gundy, the business and market expert for News Talk 770 (CHQR AM770), and the co-host of More Than Money Radio. He is a Chartered Investment Manager, Certified Financial Planner and a Certified Divorce Financial Analyst; his training allows him to help his clients mitigate the stress and financial damage caused by divorce, particularly when it happens close to retirement.

Sandi Gumeson

CPA, CDFA®

Sandi is a Certified Public Accountant licensed in California and a Certified Divorce Financial Analyst® professional. She has 20 years of extensive experience in financial analysis, forensic accounting, budgeting, forecasting, and financial management.

She is the Managing Director for her local CDFA practice in Denver, helping her clients understand and navigate the financial intricacies of divorce. On a national level, Sandi is the CFO and Co-Founder of Wellspring Divorce Advisors. Wellspring provides a turnkey business solution dedicated to training and supporting other professionals to become successful CDFA professionals.

Beginning her career at Pricewaterhousecoopers as an audit and tax intern, she quickly became a senior associate. She then joined Ryland Homes, a fortune 500 national home building company, and ultimately became a Controller and VP Finance for the San Diego Division.

Ms. Gumeson graduated from Colorado State University with a Bachelor of Science in Business Administration, Accounting.

Diane C. Pappas

CDFA®, CQS™

Solutions For Divorce LLC

Diane C Pappas is a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, Certified Mediator, Collaboratively-trained Financial Neutral, and a Registered Investment Advisor licensed in MA to provide financial planning and investment advice.

Diane is the Principal and Founder of Solutions For Divorce LLC, a boutique, fee-only divorce financial planning firm that works with couples and individuals helping them resolve the tax and financial issues of their divorce. Drawing on over 30 years of life and work experience, she specializes in helping clients, attorneys and mediators fully understand and resolve the financial complexities encountered during the divorce process. Diane also works with clients as their mediator, educating her clients financially so they can make informed decisions during the mediation process. She completes the divorce process by preparing the legal documents needed to divide Employer-sponsored retirement plans, private pension plans, MA State pension plans, and military and Federal Employee plans.

Diane C Pappas, diane@solutionsfordivorce.com, 978-833-6144

www.SolutionsForDivorce.com

Donna Cheswick

CDFA® , CQS

Owner, Cheswick Divorce Solutions LLC

Donna M. Cheswick has over 35 years of experience in the financial services industry as a Financial Advisor. She is also the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania. Education is the backbone of her business, and over the years she has taught workshops and CLE's on a wide variety of topics relating to finance and divorce, authored numerous articles for local/national print and online publications and has been a guest speaker on a variety of podcasts. She is a CDFA, Certified QDRO Specialist (CQSTM), a trained divorce mediator and a collaborative financial neutral.

Ben Feldmeyer

CFP, CDFA, CLTC

As President of Feldmeyer Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Ben has spent his career helping families have confidence in the financial decisions they make.  After finishing his BSBA in Finance from The Ohio State University, Ben went on to receive his Master’s Degree from Central Michigan University.  He has been a part of the Ameriprise Circle of Success every year from 1997 to date, including becoming an Ameriprise Diamond Ring Inductee in 2007 and was inducted into the Ameriprise Hall of Fame in 2021.  Ben is also on the IDFA National Board of Advisors and has been doing divorce financial planning work for the last 8 years.

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Panel: How to Practice as a CDFA Professional
Recorded 05/06/2019
Recorded 05/06/2019
CE Credit and Certificate
1.50 CE credits  |  Certificate available
1.50 CE credits  |  Certificate available You must watch the session recording for a minimum of 60 minutes to receive CDFA CE credit.