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Collaborative Divorce California

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  • What is Collaborative Divorce?
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Russel Phelps MSFPF, CFP, CDFA

September 16, 2019 By collaborative staff - s.h.

Russel L. Phelps, CFP, CDFA
Russel
L
Phelps III
, CFP®, CDFA®
Financial Professional

I help clients before, during and after divorce make smart financial decisions that help them reach their financial goals. During the Collaborative process I help both clients, in a neutral way, analyze the finances to split assets in the most efficient and least taxing manner.

Russel   Phelps III
russel.l.phelps@ampf.com
https://www.ameripriseadvisors.com/russel.l.phelps/
Trinity Wealth Advisors - a private wealth advisory practice of Ameriprise Financial Inc.
1130 Iron Point Rd
Suite 150
Folsom
CA
95630
I offer remote online services.

This professional also conducts Collaborative divorce cases online through virtual video conferencing and document sharing platforms.

Read More…

Simply by displaying a profile on Collaborative Divorce California, a Collaborative professional makes a statement of their strong commitment to and support of the face-to-face Collaborative divorce process.

Collaborative professionals may further distinguish themselves by attesting to considerable experience conducting Collaborative cases online using video-conferencing and online document sharing platforms and displaying the Collaborative Divorce California Virtual logo on their profile.

The Virtual Logo indicates that they have expanded their Collaborative practice to include establishing and following practice guidelines that promote a more secure and safer virtual experience for divorcing couples.

Phone

(916) 351-0000

Fluent Languages

English

Counties Served

El Dorado
Sacramento
Placer
Yuba
Yolo
Los Angeles
San Bernardino

Practice Group Membership Northern California

Sacramento Collaborative Practice Group

Licenses

CA Ins License 0B18900, AZ Ins License 2600707
FINRA securities registered representative since 1993

Certifications

CFP - Certified Financial Planner - 2001
CDFA - Certified Divorce Financial Analyst - 2006
APMA - Accredited Porfolio Management Advisor - 2016
AWMA - Accredited Wealth Management Advisor - 2019
MPAS - Master Planner Advanced Studies - 2019

Professional Activities

IACP - International Academy of Collaborative Professionals
SCDG - Sacramento Collaborative Divorce Group

Education

Undergraduate

BS Finance
1992

Graduate School

Masters Science Personal Financial Planning
College of Financial Planning
2019

Professional Training

Collaborative Team Training - 2006
Mediation Training - 2007

Disclaimers

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

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