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Private Wealth Planning for Divorce

Why your divorce needs a financial analyst

G “
oing through a divorce can be a

very stressful time. In a survey
If you are
conducted by the Institute of
Divorce Financial Analysts™,
75 percent of respondents believe that a contemplating a
divorce financial specialist would have been divorce or if you
helpful in preparation, negotiation and are already in the
recover phases of their divorces. It is
important to have someone on your team process, you may
who understands the divorce process and need a CDFA .
®
can help you achieve a settlement that ”
works not only today, but 10, 20, or
30 years down the road.
“As a CDFA we become a part
®
of your collaborative divorce team.
Gary Crisci, Managing We assist in identifying short and long
Principal at Crisci Private Wealth term effects of a settlement. We guide
Management, has learned from the you in visualizing the ramifications
families he works with, that during of the many financial decisions you
divorce emotions are running high. Often must make, along with helping to set
to be amicable or expedite the process, it is realistic expectations.” says Crisci.
common to make rapid decisions that are
irreversible. Property separation, retirement considerations, What sets our practice apart from other practices?
spousal maintenance, and child support all have tax “Our practice understands divorce is an unpleasant situation in
implications which should be taken into consideration. which we feel very little control. We seek to empower our clients in

Because Crisci Private Wealth Management realized knowing they made the most informed decisions possible. More
divorce affected many families they work with, Gary Crisci importantly, we strive to preserve a cordial working relationship
®
acquired his Certification of Divorce Financial Analyst with your ex-spouse that is in the family’s long term best interest.”
(CDFA ) in 2015. says Crisci. Call us today for a complementary consultation.
®

Gary T. Crisci

AWMA®,,CRPC®,,ADPA®
Managing Principal,
PIM Portfolio Manager
Certified Divorce Financial Analyst®
(239) 919-8901 • (888) 224-0792 L to R Gary T. Crisci, Managing Principal, PIM Portfolio Manager;
Jenny Romero, Client Associate; Cindy Marsh, Director of Operation;
Raymond Sullivan, Vice President-Client Solutions

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

The use of Certified Divorce Financial Analyst ® (CDFA ® ) designation does not permit Wells Fargo Advisors 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. Wells
Fargo Advisors Financial Network is not a legal or tax advisor. 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.

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