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.
CDFA®, CVA, Founder of Your Money Advocate
Carlie Berke
(formerly Headapohl)
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 effective 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 services and have worked on over 75 marital dissolution cases that were predominantly settled outside the court system through alternative dispute resolution.
CDFA®, CVA, Founder of Your Money Advocate
Carlie Berke (formerly Headapohl)
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 effective 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 services and have worked on over 75 marital dissolution cases that were predominantly settled outside the court system through alternative dispute resolution.
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 Divorce Financial Analyst from the Institute of Divorce Financial Analysts
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
Contact Us
Get started on your new path today.
Find the Support You Need
The divorce rate has doubled for adults fifty and higher in the last 25 years. Understanding the process and how to navigate your emotions will save you personal stress and money. See which presentation is best for you. Statistic Source: Pew Research Center
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.
Getting Started
Contact Us
Office Hours: M-F, 9am-5pm
Call Us: 858-342-7756
Copyright © 2023 Your Money Advocate. All Rights Reserved. Site by Jolly Creative Agency. WebCare®