IDFA Online Learning
The ABC's of Different Financial Experts in Divorce - Forensic Accountant, Business Valuator, Collaborate Law Financial Neutral, CDFA and Financial Mediator
Recorded On: 09/21/2021
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This presentation will review the different financial expert roles, the differences and overlap, the credentials usually required of each, fee structuring for each which we use and a case study for each role. At the end of this the CDFA will understand not only how other financial experts fit in the divorce expert space, but also different avenues for revenue and study. We will also talk about how CDFA's can work with each type of expert to grow an AUM business.
Denise French
CVA, MAFF, CDFA, CRPC, Mediator
Managing Partner at SHFD Forensics
Denise is the managing partner at Stewart, Hurst, French & Dodson (SHFD) Forensics and has 28 years of professional financial experience.
She is an IRS Enrolled Agent (EA), a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), and holds the Chartered Retirement Planning Counselor (CRPC) designation. She is an Investment Advisor Representative and a Collaborative Law Financial Expert.
Denise has provided financial expertise on hundreds of cases throughout Montgomery County, Harris County, Fort Bend County, Galveston County, Hays County, McLennan County and Travis County. She has testified in Harris, Montgomery, Fort Bend and McLennan Counties. She provides characterization and separate property tracing services, business valuation expertise and general financial expert services for family law attorneys.
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