Top advisors focused on divorced women in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're navigating life after divorce, you might face unique financial challenges like dividing assets, managing new budgets, or planning for future stability. Without an advisor who understands these specific issues, you risk missing critical opportunities to rebuild your financial foundation effectively.
- Asset division insight. Look for advisors who can guide you through equitable asset allocation, considering both immediate needs and long-term goals.
- Cash flow management. Ask how they help clients adjust spending and saving habits post-divorce to maintain financial health.
- Future planning focus. Confirm they incorporate retirement, education funding, and insurance needs tailored to your new circumstances.
- Emotional sensitivity. Divorce can be stressful; find advisors who recognize this and communicate with empathy while keeping your financial goals on track.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kulvinder K
Series 63, Series 66
Florham Park, NJ
Merrill
Kulvinder Kaur is well-equipped to support divorced women in the US by leveraging her 30 years of financial services experience and specialties in wealth management, liquidity event planning, and family business strategies. Based in Florham Park, NJ, she works at Merrill, a large firm, and offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing her with a strong blend of executive and demographic expertise tailored to mid-career women navigating post-divorce financial challenges.
Experience: 20 years
Avg account: $860,085
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Terri S
CFP®, CFA®
Malibu, CA
Zuma Wealth LLC
Terri Spath specializes in advising divorced women, offering expertise in options and derivatives strategies alongside private and alternative investments, which can help navigate complex asset division and future financial planning. Based in Malibu, CA, she operates independently with a flat-fee structure starting at $2,500 per engagement, serving high-net-worth clients and bringing 14 years of experience supported by CFP® and CFA® certifications, distinguishing her with both specialized knowledge and a client-focused approach.
Experience: 14 years
Avg account: $1,890,340
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Catherine C
CFP®
Oakland, CA
Curtis Financial Planning
Catherine Curtis specializes in financial planning for divorced women, offering expertise in cash flow management and equity compensation tax strategy, which are crucial for navigating post-divorce financial challenges. Operating independently in Oakland, CA, she provides flat-fee and AUM-based services tailored to high-net-worth clients, distinguishing her with a strategic asset allocation approach and a focus on women's financial needs.
Experience: 13 years
Avg account: $2,151,316
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Laura R
CFP®, CFA®
White Plains, NY
True Abundance Advisors
Laura Rotter specializes in retirement and income planning, with a focus on divorced women, making her well-equipped to address the financial challenges faced after divorce. As the founder of True Abundance Advisors in White Plains, NY, she offers a flat-fee structure starting at $10,000 and brings 13 years of experience, combining CFP® and CFA® credentials with a unique life planning approach that emphasizes meaning and purpose beyond finances.
Experience: 13 years
Avg account: $1,521,483
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Matthew C
Series 63, Series 65
New York, NY
Blue Spark Capital Advisors
Matthew Carey specializes in financial planning for divorced women, offering expertise in retirement income strategy, income planning, and estate guidance, which are crucial for managing post-divorce financial transitions. Based in New York, he works at Blue Spark Capital Advisors, a fee-only fiduciary firm serving high-net-worth clients with a focus on liability-driven investing and diversified portfolios, providing both discretionary investment management and comprehensive planning tailored to individual risk tolerance and timelines.
Experience: 9 years
Avg account: $2,830,009
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