Financial Advisors

Danna Nealon

Danna Nealon

704-682-7116 www.divorcefinancialpros.com Danna NealonDivorce Financial Professionals Danna leverages her years of professional advisory experience, her personal experience of going through a divorce, and her passion for financial education to empower her clients to make financial decisions throughout their divorce process with confidence and clarity. Divorce Financial Professionals prides itself on an empathetic yet strong approach [...]   Continue Reading
Michael J. Sherman

Michael J. Sherman

408 Beaumont Avenue Charlotte NC 28204 704-332-3933 www.sullivancpapa.com Michael J. ShermanSullivan CPA, P.A. Contact Michael Your Name (required) Your Email (required) Subject Your Message   Continue Reading
Chuck Clifton

Chuck Clifton

525 N. Tryon Street | Suite 1600 Charlotte NC 28202 980-272-7676 www.sycamorefinancialplanning.com Chuck CliftonSycamore Financial Planning Chuck is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®, as well as the founder of Sycamore Financial Planning, LLC, a fee-only financial planning firm with offices in Charlotte and Durham North Carolina. Chuck’s divorce financial planning services [...]   Continue Reading
Victoria Coble

Victoria Coble

1927 South Tryon Street, Suite 106 Charlotte NC  28203 (704) 650-6269 www.clarity-financial.com Victoria CobleClarity Financial Consulting, LLC Victoria began her career working with individuals and small businesses primarily in income tax and financial consulting. Over the past 12 years, Victoria has developed a niche working with spouses through various financial aspects of the divorce and separation [...]   Continue Reading
Cathlean Utzig

Cathlean Utzig

1100 Metropolitan Avenue, Unit 403 Charlotte, NC 28204 704-802-2423 www.utzigcpa.com Cathlean UtzigUtzig CPA PLLC Cathlean Utzig, CPA, CDFA is the founder and principal of UtzigCPA. Prior to opening her own tax and accounting services firm, Cathlean’s experience includes almost 15 years with national and large regional public accounting firms. Additionally, she has volunteered her accounting [...]   Continue Reading
Annamarie Joseph

Annamarie Joseph

7810 Ballantyne Commons Pkwy | Suite 300 Charlotte NC 28277 704-846-8783 www.divorcefinplan.com/ Annamarie JosephDivorce Financial Planning Certified Financial Planner® certificant in good standing Certified Divorce Financial Analyst™ in good standing Certifications and affiliations: Certified Divorce Financial Analyst™, Certified Financial Planner®, Certified Fraud Examiners – Associate Member, Mecklenburg County Collaborative Law Group – Financial Member. Divorce Financial Planning – Proprietor, [...]   Continue Reading
Diane Willis

Diane Willis

13850 Ballantyne Corporate Place | Suite 500 Charlotte NC 28277 704-553-0690 www.wilshiredivorce.com Diane WillisWilshire Divorce Diane M. Willis, CFP, CDFA, created Wilshire Divorce after 20+ years of assisting clients with their financial concerns in matters such as trust and probate issues, as well as wealth management. She realized there was an under-served segment of the population [...]   Continue Reading
Geoffrey Owen

Geoffrey Owen

227 West Trade Street, Suite 1100 Charlotte, NC 28202 704-353-8258 www.GreerWalker.com Geoffrey OwenGeerWalker Wealth Management, LLP Geoff’s financial advisory practice is broad in scope, ranging from traditional CFP® ingrained financial planning to full-scale implementation of wealth strategies. It was within this context, that after witnessing the financial destruction regularly resulting from divorce, Geoff became impassioned about ensuring [...]   Continue Reading