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Private Wealth Planning for Divorce

Why your divorce needs a financial analyst

“ If you are

oing through a divorce can
G be a very stressful time. In a contemplating a
recent survey conducted by the
divorce or if you
Institute of Divorce Financial
are already in the
Analysts™, 75% of respondents believe
that a divorce financial specialist would have process, you need a
”
been helpful in preparation, negotiation
®
and recover phases of their divorces. It is CDFA .
important to have someone on your
team who understands the divorce
process and can help you achieve “As a CDFA® we become a part
a settlement that works not only of your collaborative divorce team.
today, but 10, 20, or 30 years down We assist in identifying short and long
the road. term effects of a settlement. We guide
you in visualizing the ramifications
Gary Crisci, Managing Principal at
of the many financial decisions you
Crisci Private Wealth Management,
must make, along with helping to set
has learned from the families he works
realistic expectations.” says Crisci.
with, that during divorce emotions are
running high. Often to be amicable or
expedite the process, it is common to make rapid decisions What sets our firm apart from other firms?
that are irreversible. Property separation, retirement “Our firm understands divorce is an unpleasant situation in which
considerations, spousal maintenance, and child support we feel very little control. We seek to empower our clients in
all have tax implications which should be taken into knowing they made the most informed decisions possible. More
consideration. importantly, we strive to preserve a cordial working relationship
with your ex-spouse that is in the family’s long term best interest.”
Because Crisci Private Wealth Management realized
says Crisci. Call us today for a complementary consultation.
divorce affected many families they work with, Gary Crisci
acquired his Certification of Divorce Financial Analyst®
(CDFA)® in 2015.

Gary T. Crisci

AWMA, CDFA®
Managing Principal,
L to R: Gary T. Crisci, Managing Principal, PIM Portfolio Manager; Jenny Romero,
PIM Portfolio Manager Client Associate; Raymond Sullivan, Vice President-Client Solutions; Isabel Perez,
(239) 919-8901 • (888) 224-0792 Operations Manager; Chrisandra Downer, Director of Business Development

Not FDIC-Insured No Bank Guarantee May Lose Value
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member of SIPC. Crisci Private Wealth Management is
a separate entity from WFAFN. The use of Certified Divorce Financial Analyst ® designation does not permit Wells Fargo Advsiors Financial Network or its Financial
Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Poinciana Professional Park, 2640 Golden Gate Pkwy., Suite 206, Naples, FL 34105
www.crisciprivatewealth.com

Life in Naples | May • June • July 2017 87