Tricia J. Philipson, MBA, CDFA™
Royal Alliance Associates, Inc.
2344 Saddleback Drive, Danville, CA 94506
County: Contra Costa

Phone: 925-820-1865
Fax: 925-820-1865
Website: http://www.philipsonfinancialservices.com

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I have over 13 years experience in the Securities Industry. My licenses are, 7, 24, 27, 63, 65, CA Insurance and CA Real Estate Licenses. My Masters is in International Business and I became a Certified Divorce Financial Analyst in October, 2003.

As a Financial Consultant who specializes in Divorce Financial Analysis, I collect financial statements, which allow me to calculate the assets and then project what each party will have financially over, 5, 10, 15 or more years using different scenarios. I work with individuals or both spouses.

My goal is to show various projections based on different scenarios, which each spouse, as well as the lawyers, and the presiding judge, will examine during the divorce proceedings. The ultimate goal is to reach a financial determination that is a fair and equitable settlement, which all parties can agree with.

Lawyers are good at dealing with the legal aspects of divorce, but many aren't as proficient at dealing with the financial aspects, such as, tax implications, investments, stock options, deferred compensation, alimony, living expenses, pension plans, child support, and other benefits.

If you feel that I could be of benefit to you, or want to learn more about the process, please contact me by e-mail, or call me at 925-820-1865 to arrange for an initial half hour, free, no obligation consultation.

Tricia J. Philipson, MBA, CDFA