Ep: 31.24 - Adam Coleman, CDLP® with Certified Divorce Financial Analyst, Hazel Secco.
Manage episode 415523651 series 3450061
Gain invaluable insights on navigating the financial complexities of divorce with Adam Coleman and Hazel Secco on the latest episode of the Divorce Podcast by the Divorce Lending Association. From asset evaluation to post-divorce planning, discover the path to financial clarity with a Certified Divorce Financial Analyst (CDFA). Listen now!
More about Hazel:
With over a decade of experience in the financial industry, Hazel Secco is a qualified and experienced LPL financial advisor. Additionally, she is a Certified Financial Planner™ professional, a designation that requires a rigorous course of study and ongoing professional education. Additionally, it demonstrates her commitment to the highest standards of integrity, professionalism, and client service.
Hazel worked at large financial companies in her early career as a financial planner. Then, she was recognized as a top-tier advisor in the firm where she had opportunities to build extensive knowledge in comprehensive financial planning with other top financial advisors. Hence, she quickly qualified for the Million Dollar Round Table in her early years. However, she had her own vision of joining an independent financial firm after finding the sales-first approach of large financial institutions did not always align with her client’s needs.
She discovered a skewed relationship between female clients and male professionals, particularly in male-dominated industries such as law or finance, over the years. After wanting to advocate for women who may struggle to express their goals and values, she has made it her mission. Drawing from her own upbringing and past experiences, she understands the challenge of finding her own voice. Now, she is determined to empower other women to find their true voice as well.
Hazel founded Align Financial Solutions, LLC to concentrate on what she cares about most, her clients. Every client has a unique situation and background. Hazel wants to understand each client’s goals and values to align them with their financial plan. As a female independent advisor, Hazel provides collaborative and personalized advice as a fiduciary and solely focuses on her advisory client’s needs.
#Divorce #DivorcePodcast #CDLP #CDFA
www.DivorceLendingAssociation.com
Visit www.divorceworkshop.com for more information and to take back control.
At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.
Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.
Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.
Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.
218 επεισόδια