07/09/2024
Clearwater Capital Partners Announces Melissa Dailey-Newman's Certified Divorce Financial Analyst® Certification
HOFFMAN ESTATES – Clearwater Capital Partners proudly announces that Melissa Dailey-Newman, Wealth Advisor, has obtained her Certified Divorce Financial Analyst (CDFA®) certification.
Melissa Dailey-Newman, CDFA®, AWMA® is a wealth advisor at Clearwater Capital Partners and a voting member of the firm’s Investment Policy Committee. Melissa’s focus includes advising successful professionals on wealth accumulation and estate planning, serving widows and near-retirees with their retirement income needs, and helping families continue their legacies by successfully managing their wealth from generation to generation. As a CDFA® professional, Melissa’s practice will include advising private clients and attorneys on the unique financial impacts that divorce can have on each spouse as well as the extended family.
“Melissa’s achievement in obtaining the CDFA® certification underscores her dedication to providing comprehensive and compassionate financial guidance to our clients,” said John Chapman, Chief Executive Officer at Clearwater Capital Partners. “Her deep understanding of the financial intricacies of divorce will be a tremendous asset to those she serves, helping them make informed decisions for a secure financial future.”
The Certified Divorce Financial Analyst® goes through an extensive training program to become skilled at analyzing and providing expertise related to the financial issues of divorce, including identifying the short-term and long-term effects of dividing property, analyzing pensions and retirement plan issues, establishing assumptions for projecting inflation and rates of return, and evaluating tax consequences of asset division. The role of the CDFA® is to help both client and attorney understand how the financial decisions made today will impact the client’s financial future.
Click here to read the full biography for Melissa Dailey-Newman’s Bio.
About The Institute for Divorce Financial Analysts
The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/