So are you saying that a CPA/CDFA/CVA who does not sell product, and
who therefore does not operate under the Investment Act of 1940, is
not a qualified financial advisor?
--- In CollabLaw@xxxxxxxxxxxxxxx, "Morris Armstrong, CFP, ChFC,
CDFA" <divorceplanner@...> wrote:
hoping
I am working on a presentation under the above heading and I was
that people may supply some examples of where people err royallyin the
post divorce phase. I imagine, but have no evidence that theerrors
are more likely to occur in litigated divorces; so I dont mindhearing
stories from the past.who
I also need to address using qualified financial advisors and I am
going to be upfront and state that my belief is that only people
can operate under the authority of the Investment Act of 1940 asthat
amended or its state equiavalent should be considered. I know
radically differs from the IACP however that is the approach Iwill be
taking there. ( Comments welcome as well)
Please feel free to contact me directly at divorceplanner@...
or post here if people dont mind
Thank you
Morris Armstrong CFP, ChFC, CDFA, AIF, EA
Armstrong Financial Strategies
57 North St
Danbury CT 06810
203 744 9297
www.armstrong-financial.com