Georgia Gwinnett County Fulton County DeKalb County Financial - Certified Divorce Financial Analyst Financial - Planner/Advisor Financial
Greetings and thank you for checking out my bio!
I am a financial advisor with Ameriprise Financial Services, LLC [in the Atlanta marketplace and have been doing planning, investments & insurance as an advisor since 2003. I specialize in comprehensive financial planning working with individuals and families to help achieve their financial goals, while increasing and preserving their wealth and improving their overall financial position. I have also earned the CFP® certification, also known as Certified Financial Planner™ practitioner, the highest standard in the industry.
If you are considering a divorce or are currently in the process, you will need a specialist to help to determine how to split your assets to create an equitable settlement. As a CDFA® (Certified Divorce Financial Analyst®) professional I will help you determine the financial impact of each option.
Our plan will help you analyze your proposed settlement options. I will analyze your overall net worth and cash flow, include analysis of personal vs. marital property, valuing and dividing property, retirement and pensions, spousal and child support, splitting the house and tax implications (e.g. equating qualified vs non-qualified assets).
I can also serve as a personal advocate by examining the financial issues of your divorce, then provide you and your attorney powerful data and graphs to support your case or act as a financial neutral to help create an equitable divorce.
Areas of Focus:
Divorce Planning (CDFA®)
Retirement Plans 401(k), SEP, SIMPLE etc.
Insurance & Annuities
Retirement Income Strategies
Planning for Education Funding
On a personal note, I am an avid traveler having visited over 50 countries and having lived in seven. I attended the University of Wisconsin-Madison for my BA in Economics, the University of Illinois for my MBA and I have an executive certification from the University of Pennsylvania Wharton School for their Retirement Planning Program.
I enjoy all Atlanta & Chicago sports teams and volunteer for Don’t Hide it Flaunt It that works to advance acceptance, understanding, tolerance and mutual respect for a person’s blatant or invisible differences.
Thank you for reading my bio and I look forward to creating a long-lasting partnership with you!
Peter M. Weinbaum, Financial Advisor 2180 Satellite Blvd, Ste 100, Duluth GA 30097. Ameriprise Financial Services, LLC); www.ameripriseadvisors.com/peter.weinbaum/ More information available at FINRA's BrokerCheck website https://brokerCheck.finra.org/