Profile & Contact Information - Association of Divorce Financial Planners

David Smith

Licenses: Securities Series 7 and Series 66; Investment Advisor Representative (IAR) and Registered Representative with Cambridge Investment Research Advisors, Inc; Securities registered in Florida, Oregon, Alabama, California, and South Carolina; Florida Life, Health, and Variable Annuity Agent; Additionally insurance licensed in Oregon, North Carolina, and California.
Profile:Expertise in Military Divorces, Federal Service Divorces, and Qualified Domestic Relations Orders (QDRO) research and preparation. I can help you to navigate the financial aspects of your divorce with calm and confidence, get you divorce related financial questions answered, and fully understand your settlement options. Divorce Your Finances P.E.A.C.E.fully, and Preserve Future Relationships.
Contact:Contact Form
Employer: Sand Oak Divorce Solutions, LLC
Employer Address: 3104 Heartleaf Avenue East
Panama City FL, 32045
Phone: (850)252-6325
Certifications: Certified Divorce Financial Analyst® (CDFA®) designation - April 2015. Certified QDRO (Qualified Domestic Relations Orders) Specialist™ (CQS™) designation - March 2020. Chartered Financial Consultant® (ChFC®) designation - 2008. Chartered Advisor for Senior Living® (CASL®) designation - 2011.


CDFA Training: Obtained CDFA Certification in April 2015.
Mediation Training: Have been a Florida Supreme Court Certified Family Mediator since July 2018.
Collaborative Training: Introductory Collaborative Training in July 2016. Advanced Collaborative Training in November 2017.
Services offered in these states: Alabama
North Carolina
South Carolina