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The Association of Divorce Financial Planners (ADFP) is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150
Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com. |
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Name:
Susan Campbell CFP®, CDFA™
Designations:
CFP®, CDFA™
Description of Practice:
Buena Vista Financial Resources serves clients throughout the Bay Area with the goal of helping clients navigate the financial aspects of divorce. Our commitment is to work closely with clients to provide the knowledge and tools that will allow them to make informed, appropriate decisions based on their unique personal situation, needs and goals. Divorce is difficult, under the best of circumstances, and we are committed to helping clients focus on the future. Divorce is a difficult time when people may not be at their best or thinking their most clearly, yet decisions must be made that will impact them and their family for many years to come. It is therefore critical that both parties have the information, support and resources they need to make thoughtful, informed financial decisions about the future. Certified Divorce Financial Analysts (CDFAs) are specially trained neutral financial professionals who help the couple evaluate their current financial situation and develop solutions to complex financial problems. They prepare workable budgets, prioritize financial needs, and assess tax consequences of such areas as property division and support options. The ultimate goal for most divorcing couples is to reach a financially equitable settlement that meets the personal needs of the family. A comprehensive analysis, focusing on the short and long-term financial impact of different settlement scenarios, helps clients set realistic expectations and empowers them to make fully informed financial decisions on a level playing field during this difficult time. In reviewing different alternatives over different time frames, from five to 30 years, clients will have a clear understanding of their options, allowing them to make informed decisions in finding an equitable divorce settlement that is in the best interest of the family and their post-divorce life. Susan Campbell, CFP®, CDFA™ Principal of Buena Vista Financial Resources, is a Certified Divorce Financial Analyst and has been a Certified Financial Planner for over 20 years. Specializing in the financial aspects of divorce, she helps clients understand the short and long-term impact of different settlement proposals to determine an equitable settlement that will best meet the needs of the family. She practices throughout the Bay Area and has offices in San Francisco and Santa Rosa. Ms. Campbell received both her undergraduate degree and a Masters of Science in Financial Services degree from San Diego State University. She received the Certified Financial Planner (CFP®) designation from the College for Financial Planning in 1988 and the Certified Divorce Financial Analyst (CDFA™) designation from the Institute for Divorce Financial Analysts. She completed the Interdisciplinary Team Training on Collaborative Divorce and has completed 40 hours of mediation training, in addition to ongoing educational requirements for her profession. She is on the Board of Directors for Collaborative Practice California and is also a Board Member of California Divorce Planners Network and the Collaborative Practice San Francisco (CPSF) group. Ms. Campbell is a member of the Collaborative Council of the Redwood Empire (CCRE) and Collaborative Practice East Bay (CPEB) practice groups, as well as the Financial Planning Association, Institute for Divorce Financial Analysts, the International Academy of Collaborative Professionals, and an Associate Member of the San Francisco Bar Association. Ms. Campbell has been published in the San Francisco Business Times and California Physician magazine and her speaking engagements have included UCSF, the Total Woman Expo, and Bank of America. Ms. Campbell has given presentations to the California Association of Legal Document Assistants, Divorce Support Group of San Francisco, the California Society of CPAs in San Francisco, and has been a frequent guest of Rob Black on KRON News. Susan has been a presenter at Collaborative Practice conferences at the State and National levels and is an instructor with the Collaborative Practice Trainers.
Company Name:
Buena Vista Financial Resources
Address:
225 Bush Street, 16th Floor, San Francisco, CA 94104
Phone:
415-439-8811
Fax:
866-844-0191
Secondary Address:
829 Sonoma Avenue, Santa Rosa CA 95404
Secondary Phone:
707-523-0570
Website:
www.bvfinancialresources.com
Email:
susan@bvfinancialresources.com
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CFP®, CERTIFIED
FINANCIAL PLANNER™ and federally registered CFP (with 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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