Meet Our Founder,
Penny
Over the past few years I have set out on a journey to learn all that I could about helping individuals, especially women, build wealth. Along the way, I realized that once the hard work to build your finances was achieved, wealth preservation became the focus. I was also faced with the reality that many of our clients and even personal friends were getting divorced. Divorce can have a devastating effect on your finances especially if it is not handled carefully. That's why I started, Beyond Divorce Solutions! Combining my years of business experience, financial planning and specialized divorce training, I aim to provide clear financial information in the midst of a highly emotional time.
Our goal is to "Provide Financial Clarity During and Beyond Your Divorce."
Credentials and qualifications:
Certified Financial Planner Board of Standards, CERTIFIED FINANCIAL PLANNER®
University of Florida, Personal and Family Financial Planning
The College for Financial Planning- Accredited Asset Management Specialist™
Florida International University, Bachelor of Arts in Communication Arts, Summa Cum Laude
Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst™
Introductory Interdisciplinary Collaborative Practice Training
Member of Brevard Collaborative Association
Member of Florida Academy of Collaborative Professionals
Member of Brevard County Estate Planning Council
Duke University, Behavioral Finance course
FINRA Series 7, General Securities (inactive)
FINRA Series 63
FINRA Series 65, Uniform Investment Advisor Representative
Florida Insurance Licenses 214 - Life and Annuity & 240-Health
Florida Real Estate Broker license (inactive)
Leadership Brevard Graduate, Class of 2023