About Us
My goal is to facilitate agreement in divorce while being realistic and providing thorough education for individuals or couples in order to achieve empowered settlement decisions.What is a CDFA®?
A CDFA® is an experienced financial professional who has completed training, education and a certification process and is skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can help you avoid costly mistakes and help formulate more efficient, cost effective settlements.
Divorce Financial Analyst, CVA, Founder of Your Money Advocate
Carlie Berke
Carlie Berke is the Founder of Your Money Advocate and obtained her certification as a Certified Divorce Financial Analyst (CDFA®) and a Certified Valuation Analyst (CVA).
I have worked on hundreds of marital dissolution cases over the past ten years that were predominantly settled through alternative dispute resolution in addition to providing expert witness testimony. My experience in the field of marital dissolution includes business and asset valuation, income and expense analyses, separate property tracings, executive compensation and related equity awards, commercial and residential real estate economic analyses, post-divorce budgeting, division of assets, calculating support arrears, income available for support analyses and other financial analyses needed for marital dissolution or post judgment cases.
I bring over 35 years of experience in the field of finance with extensive expertise in business and asset valuation, corporate and asset purchases, sales and financings across multiple industries and asset classes, financial modeling and budgeting, and distilling and presenting complex financial analyses. I am also an alternative assets specialist on topics such as private equity, venture capital, hedge funds and real estate to name the key types and provide unique expertise to clients with complex financial assets.
Divorce Financial Analyst, CVA, Founder of Your Money Advocate
Carlie Berke
Carlie Berke is the Founder of Your Money Advocate and obtained her certification as a Certified Divorce Financial Analyst (CDFA®) and a Certified Valuation Analyst (CVA).
I have worked on hundreds of marital dissolution cases over the past ten years that were predominantly settled through alternative dispute resolution in addition to providing expert witness testimony. My experience in the field of marital dissolution includes business and asset valuation, income and expense analyses, separate property tracings, executive compensation and related equity awards, commercial and residential real estate economic analyses, post-divorce budgeting, division of assets, calculating support arrears, income available for support analyses and other financial analyses needed for marital dissolution or post judgment cases.
I bring over 35 years of experience in the field of finance with extensive expertise in business and asset valuation, corporate and asset purchases, sales and financings across multiple industries and asset classes, financial modeling and budgeting, and distilling and presenting complex financial analyses. I am also an alternative assets specialist on topics such as private equity, venture capital, hedge funds and real estate to name the key types and provide unique expertise to clients with complex financial assets.
Prior to founding Your Money Advocate, I spent over 25 years in the field of finance, analyzing companies, industries, financial products and investment structures. I completed numerous debt and equity public and private offerings, managed a $1.3 billion commercial real estate portfolio and was an officer of a publicly-traded REIT in charge of finance. My expertise is in distilling and communicating simple to complex financial analyses into coherent, concise and persuasive presentation formats.
I work with clients throughout the state of California. My office is located in San Diego County.
Previous Professional Experience
Castle Creek Capital
Private Equity Director, Investor Relations
AMB Property Corporation (Now ProLogis) Publicly Traded REIT
Vice President of Finance,
Vice President Portfolio Management
Dean Witter Reynolds Inc. (Now Morgan Stanley)
Vice President Corporate Finance and Investment Banking
Education
Bachelor of Science in Business Administration, University of California, Berkeley (Emphasis in Finance and Accounting)
Licenses and Professional Memberships
Certified as a Certified Divorce Financial Analyst
Certified Valuation Analyst from the National Association of Certified Valuation Analysts
Associate Member of Institute of Divorce Financial Analysts
Member of Association of Divorce Financial Planners
Member of National Association of Certified Valuation Analysts
Completed Collaborative Divorce Training
Speaker at Divorce 101 Workshop hosted by National Conflict Resolution Center
Held the Series 7, 63, 79 and 82 NASD Licenses
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Your Money Advocate
We envision a divorce process that allows you to keep your money in your family by developing affordable, common sense solutions that are compassionate, straightforward and transparent, resulting in empowered decision making.
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Office Hours: M-F, 9am-5pm
Call Us: 858-342-7756
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