EP: 167.23 - Divorce can be complex. Partnering with a CDFA helps you make informed financial decisions and plan for a secure future with Manya Williams, CDLP® and Stu Malakoff, CDFA
Manage episode 390602150 series 3450061
Please join Manya Williams, CDLP® with the Divorce Lending Association as she interviews Certified Divorce Financial Analyst, Stu Malakoff.
Stu believes that what truly sets him apart from other financial advisors is a combination of his education, experience, and unwavering commitment to his responsibilities. Stu is a Certified Financial Planner™ professional and holds the Certified Divorce Financial Analyst®, Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor℠ designations. He obtained a bachelor’s degree in economics from the University of Rochester in 1990 and worked in corporate banking until 2001. In 1996, Stu earned a Master of Business Administration Columbia Business School in New York. Prior to joining Raymond James in October 2020, Stu was affiliated with Morgan Stanley and with Merrill Lynch Wealth Management.
Since September 2019, Stu has served on the board of Friends of the Children Central Oregon, a 501(c)(3) that provides professional K-12 mentorship to at-risk youth to break the cycle of generational poverty. He now serves as the board chair. Stu has three grown children. In April 2018, Stu and his wife, moved cross-country from the Princeton, New Jersey, area to join their son, in beautiful Bend, Oregon. In his free time, Stu enjoys travel, hiking, photography and playing bass and guitar.
Stu Malakoff, CFP®, CDFA®, CPFA, CRPC® I President, Bend Wealth Advisors
CERTIFIED FINANCIAL PLANNER™
523 NW Colorado Ave. Ste. 100
Bend, OR 97703
Direct 541.306.4325 I Office 541.306.4324
Bendwealth.com
Find us on LinkedIn: https://www.linkedin.com/company/bend-wealth-advisors/
#CDLP #Divorce #DivorceMortgagePlanning #DivorcePodcast #FamilyLaw
www.DivorceLendingAssociation.com
Visit www.divorceworkshop.com for more information and to take back control.
At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.
Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.
Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.
Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.
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