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Lili A. Vasileff, CFP®, CDFA™
CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Divorce Financial Analyst
Lili A. Vasileff is a fee only CERTIFIED FINANCIAL
PLANNER™ practitioner, Certified Divorce Financial Analyst™
and Registered Investment Advisor who manages a private financial planning
practice, specializing in divorce financial planning and investment
advisory services for women. She supports divorcing clients
in CT, NY and NJ who engage in mediation, collaborative divorce and
litigation.
Lili is a nationally recognized expert in financial planning for divorce
as a practitioner, trainer, writer and speaker. She has many years of
experience and an interdisciplinary knowledge of legal and financial
issues. She brings clarity to complicated marital property and complex
compensation issues in the divorce process.
Lili offers comprehensive financial planning consulting on an
hourly basis. It is her goal to educate and encourage the woman
to understand all financial entitlements and to be involved in the financial
decision-making. Lili not only walks her clients through the pros and
cons of every financial decision during the divorce process, but also
teaches them the ABCs of handling money and assets. She works closely
with each client to provide sensitive and compassionate, personalized
service with the promise of maximum confidentiality. Furthermore, she
alone follows through for her clients after the divorce is final to
ensure efficient and accurate implementation of the terms of the settlement.
Lili’s services are especially productive in cases where
there are complicated financial and estate issues, significant assets,
an obvious imbalance of financial knowledge between the two divorcing
individuals, and / or a suspicion of financial fraud.
Lili works closely with clients:
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to organize and
prioritize financial issues |
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to analyze and
calculate standard of living and retirement requirements
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to uncover and
disclose hidden assets and financial fraud |
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to recommend
expert financial strategies for divorce planning |
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to quantify support
options: calculate child support, alimony, tax and cash flow projections
to maximize settlement outcomes for income and assets |
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to provide expert
testimony on behalf of clients in court |
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to provide investment
advice for post divorce asset management and ongoing financial
planning |
Background:
Lili holds a BA degree from Mount Holyoke College and Masters degrees
from Columbia University’s School of International and Public
Affairs and from the Institute of Political Sciences in Paris. Professional
education and affiliations include her certified financial planning
license (the CFP® mark), and the Executive Management Education
Program in International Investments by Stanford Business School and
the London Business School. She has worked for Fortune 100 companies
in senior management roles.
She serves as President of the Association of Divorce Financial Planners,
Board Member of the Financial Planning Association New Haven chapter,
and holds active memberships with the Connecticut Council of Divorce
Mediation (CCDM), the CT Bar Association, the New Haven County Bar
Association, and National Speakers Association - CT. She was nominated
and accepted for inclusion in the International Who’s Who
of Entrepreneurs 2001 Directory and the Who’s Who of American
Women every year since 2002.
Lili co-authored a book chapter, “Complex Compensation
Issues in Divorce”, in Forensic Accounting in Matrimonial
Divorce. She has been published in The Journal of Financial Planning,
Divorce Magazine, Garden State Woman Magazine, Pink Magazine, Woman
Magazine, MAX Magazine, the New Haven Register, the Mount Holyoke
College Alumnae Quarterly Magazine, and various regional news publications
as well as quoted in SmartMoney Magazine, Working Mother Magazine,
the Wall Street Journal, New York Times Sunday Business Section, Morningstar’s
article series on “How to be an Expert Witness”, the Journal
of Financial Planning, and the Financial Times – U.S. edition.
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New Haven County
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Address:
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Lili A. Vasileff, CFP®
26 Maple Vale Drive
Woodbridge, CT 06525
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Phone:
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(203) 393-7200
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Greenwich
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Address:
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Lili A. Vasileff, CFP®
Two Sound View Drive, Suite 100
Greenwich, CT 06830
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Phone:
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(203) 622-4911
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E-Mail:
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LVasileff@aol.com
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CFP®, CERTIFIED
FINANCIAL PLANNER™ and federally registered flame logo are certification
marks owned by Certified Financial Planner Board of Standards Inc. These
marks are awarded to individuals who successfully complete CFP Board's
initial and ongoing certification requirements.
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