Tavares | Winter Park | The Villages

Mark Dickerson, ChFC®, CFP® Earns Certification as Divorce Financial Analyst

Ruggie Wealth Management’s Senior Wealth Advisor Mark Dickerson, ChFC®, CFP® has added the designation of Certified Divorce Financial Analyst® to his credentials as a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNERTM. The designation was earned following rigorous coursework set forth by The Institute for Divorce Financial Analysts (IDFA™) and successful completion of a certification exam.

The announcement was made by Tom Ruggie, ChFC®, CFP®, Founder and CEO of Destiny Wealth Partners, independent RIA for Ruggie Wealth Management, Destiny Family Office and KCG Investment Advisory Services in Savannah.

“Even with more than two decades of experience in the financial field, Mark continues to demonstrate his commitment to our firms, our clients, and our profession by expanding his skills and knowledge,” said Tom.

A CDFA® is trained to provide financial advice on divorce cases and to educate clients on the financial implications of different divorce settlement proposals. The CDFA® designation is sponsored by the IDFA™, which helps ensure the financial health and welfare of the divorcing public by certifying professionals who uphold their high standards.

“To help effectively manage the transition through divorce and the years following, it may be important for a divorcing spouse to have a knowledgeable CDFA®, along with an attorney as part of his or her team,” said Mark. “This may be particularly important when minor children, substantial assets or businesses are involved, or for so-called ‘Grey Divorces’ of those 55 years of age or older, particularly if one spouse has not consistently been involved in managing the details of her/his finances, taxes, and investments during the marriage,” he added.

A CDFA® can assist in evaluating assets, liabilities, compensation, adverse tax consequences, and available retirement and employee benefits. Certification requires successful completion of the CDFA® Exam, continuing education in the field, and commitment to uphold the Institute’s Code of Ethics and Professional Responsibility.

If you or someone you know is going through a high-net-worth divorce, or if there are a lot of marital assets to be divided, it’s a good idea to hire a Certified Divorce Financial Analyst®. Contact Mark at 352.343.2700 or [email protected]

RWM News

A Wealth Of Ideas...

Client Login

Click below to login to:

Charles Schwab

TD Ameritrade

RWMLink

Fidelity