Empowering individuals to make smart financial decisions
As a renowned expert in the field of divorce financial planning, I, Laurie Itkin, have dedicated my career to helping individuals navigate the complex emotional and financial aspects of divorce. With over 450 California divorce cases under my belt, I've worked tirelessly to educate men and women on the future impacts of proposed property division and support agreements, empowering them to make informed decisions.
Our Services
As a certified divorce financial analyst (CDFA), I offer a range of services designed to help individuals and couples navigate the financial aspects of divorce. My expertise lies in addressing the often-overlooked complexities of restricted stock units and stock options in divorce. Whether you're contemplating divorce or already engaged in the process, I can guide you through the financial implications of your settlement options.
Investment Management
As an Investment Advisor Representative with Coastwise Capital Group, I provide fee-based investment management services to individuals and families. My investment approach is designed to maximize long-term returns while minimizing risk. With a focus on stocks, ETFs, Treasury bills, and conservative option strategies, I work to create a customized investment plan tailored to your unique financial goals and objectives.
Divorce Financial Planning and Analysis
For individuals and couples seeking to understand the financial and tax implications of their proposed settlement options, I offer consulting services on an hourly or flat-fee basis. My comprehensive analysis helps clients make informed decisions about property division, child and spousal support, and asset distribution. As a certified divorce financial analyst, I'm equipped to provide expert guidance and support throughout the divorce process.
Neutral Divorce Financial Analysis
As a neutral third-party expert, I provide joint analysis services to couples working together to reach a settlement. My expertise in equity compensation, including restricted stock units and stock options, enables me to provide a comprehensive understanding of the financial implications of their proposed settlement options.
Testimonials
"Laurie is my go-to resource for all things related to equity compensation in divorce, " says Laura McGee, mediator at Leave Strong Divorce Services. "Her expertise and precision are unmatched in the industry."
Our Expertise
As a certified divorce financial analyst, I've earned the trust of attorneys, mediators, and clients alike. With a strong track record of success, I've worked on over 450 California divorce cases, providing expert guidance and support throughout the process. My unique blend of finance and divorce experience enables me to provide a level of expertise that exceeds industry standards.
About Laurie Itkin
As a financial advisor, wealth manager, and certified divorce financial analyst, I've honed my expertise through extensive training and professional experience. With a degree from the prestigious Wharton School of the University of Pennsylvania, I've earned recognition as one of the top 100 most influential financial advisors in the country by Investopedia. My work has been featured in prominent publications such as the New York Times, Wall Street Journal, and Forbes.
Get in Touch
For more information, including a phone consultation, please don't hesitate to reach out. I'm committed to providing expert guidance and support throughout the divorce process. Request a phone consultation today: Tel: 858-220-4736 | Email: laurie@theoptionslady.com
Overview of Reviews
All reviewers had a highly positive experience with Laurie Itkin, a Certified Divorce Financial Analyst (CDFA).
Professionalism and Expertise
Reviewers praised Laurie's professionalism, expertise, and knowledge in navigating complex financial situations during divorce. She provided clear, thoughtful, and strategic financial guidance, helping clients secure fair and equitable financial splits.
Personal Qualities
Laurie was described as personable, empathetic, and reassurant, making clients feel confident and empowered throughout the divorce process. Her positive energy, patience, and willingness to educate clients about their financial options were highly valued.
Services and Deliverables
Reviewers appreciated Laurie's ability to provide practical advice, identify overlooked aspects, and offer guidance on different options. Her reports and calculations were accurate and helpful in facilitating settlement agreements.
Client-Centered Approach
Laurie's focus on empowering clients, making complex financial concepts easy to understand, and providing emotional support during a difficult time were highly appreciated by reviewers.
