Thursday, April 24, 2008

Annika Ferris, CFP®, CLU®, Earns Certified Divorce Financial Analyst (CDFA™) Designation

Brightworth Wealth Advisor Annika Ferris has earned her Certified Divorce Financial Analyst (CDFA™) designation. Ferris provides comprehensive wealth advice that includes investment, tax, philanthropy strategies and estate planning for the firm’s client base of high-net-worth families and individuals.

The average divorce proceedings take one year, with the spouses spending much of that time learning about the financial aspects and terminology of the separation. A Certified Divorce Financial Analyst is trained to give their clients a clearer view of their financial future, and empower them to make educated financial decisions throughout the proceedings. This includes forecasting the long-term effects of the divorce settlement in areas such as life and health insurance, cost of living increases, retirement needs and tax liabilities.

“Families who are working through a divorce have unique challenges that must be dealt with carefully.” said Alan Gotthardt, President of Brightworth. “Annika has specialized expertise in navigating the maze of financial issues so that clients understand their options and can make wise decisions.”

Ferris has a Masters degree in Personal Financial Planning from Georgia State University and graduated with honors from the University of Colorado with degrees in Business Administration-Information Technology and Biology. She is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association and the Atlanta Estate Planning Council, and has been published in several publications including the Journal for Retirement Planning and Atlanta Life Magazine.

Brightworth (www.brightworth.com) is an independent, fee-only wealth management firm that serves entrepreneurs and high net worth families and individuals. The firm and its partners have been nationally ranked as one of Worth Magazine’s 100 Most Exclusive Wealth Advisors, Mutual Funds magazine’s 100 Top Advisors, Wealth Manager magazine’s Top 150 Wealth Managers and Barron’s Indie 100 list of top independent financial advisors, and are members of the National Association of Personal Financial Advisors (NAPFA).

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