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 is the Founder of Your Money Advocate and is a Certified Divorce Financial Analyst (“CDFA”) and a Certified Valuation Analyst (“CVA”). I am committed to providing superior client service by providing common sense, timely and cost effected expertise and analyses. My passion is problem solving, managing risk and pay attention to the bottom line.
I am an expert in divorce financial advisory serves and have worked on hundreds of marital dissolution cases that were predominantly settled outside the court system through alternative dispute resolution.
My experience in the field of marital dissolution includes:
- Business and asset valuation
- Property settlement analyses
- Data collection
- Income available income and expense analyses
- Separate property tracings
- Executive compensation and related equity awards
- Commercial and residential real estate economic issues
- Litigation support
- Expert witness testimony
Divorce Financial Analyst, CVA, Founder of Your Money Advocate
Carlie Berke
Carlie Berke is the Founder of Your Money Advocate and is a Certified Divorce Financial Analyst (“CDFA”) and a Certified Valuation Analyst (“CVA”). I am committed to providing superior client service by providing common sense, timely and cost effected expertise and analyses. My passion is problem solving, managing risk and pay attention to the bottom line.
I am an expert in divorce financial advisory serves and have worked on hundreds of marital dissolution cases that were predominantly settled outside the court system through alternative dispute resolution.
My experience in the field of marital dissolution includes:
- Business and asset valuation
- Property settlement analyses
- Data collection
- Income available income and expense analyses
- Separate property tracings
- Executive compensation and related equity awards
- Commercial and residential real estate economic issues
- Litigation support
- Expert witness testimony
More recently, I gained experienced using the latest solutions in Verified Financial Intelligence (VFI) using platforms such as Valid8 that use the latest automation and AI technology to extract accounting evidence from banking, brokerage and credit card documents to support cases requiring marital standard of living, post separation accounting, separate property tracing, fraud, cryptocurrency analyses and evidentiary reports.
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.
Professional Experience
You Money Advocate
Founder – 2013
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)
Investment Banking/Brokerage
Vice President Corporate Finance/Investment Banking
Education
Bachelor of Science in Business Administration, University of California, Berkeley
Emphasis in Finance and Accounting
Licenses and Professional Memberships
• Certified Certified Divorce Financial Analyst from the Institue of Divorce Financial Analysts
• Certified Valuation Analyst from the National Association of Certified Valuation Analysts (NACVA)
• Completed Collaborative Divorce Training Program
• Held the Series 7, 63, 79 and 82 NASD Licenses
• Speaker at Second Saturday hosted by WIFE.org
Contact Us
Get started on your new path today.
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.
Contact Us
858-342-7756
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