Certified Financial Planner & Certified Divorce Financial Analyst
Beth Zucker, MBA, CFP®, CDFA
Invictus Wealth Management
Beth Zucker is a Partner with Invictus Wealth Management, Wells Fargo Advisors Financial Network, and a Certified Divorce Financial Analyst and she has extensive experience in the complex legal and financial issues affecting clients in the midst of a divorce. The participation of a financial specialist in the divorce process can benefit both clients and lawyers, according to the American Academy of Matrimonial Lawyers. Beth can analyze the potential short and long-term investment implications of possible divorce settlements, providing attorneys and their clients with data designed to help support their cases. There is no additional cost to the attorney for these services. While the financial specialist wades through the financial data, the attorney’s time can be spent focusing on the legal issues presented. The final result is an in-depth financial analysis and supporting documentation which are designed to help the attorney achieve a fair and financially equitable divorce settlement for their client. Beth and her team will also provide financial services to the client after the divorce including investment planning, investment advice and portfolio analysis.