jmpesso8 @jmpesso8active 10 months, 2 weeks ago
Janen Moyer-Pesso, AWMA, CDFA, LPS is an Accredited Wealth Management Advisor who is also certified in divorce planning as a Certified Divorce Financial Analyst. She is also trained as a Life Planning Specialist through the Kinder Institute of Life Planning. She is also a QDRO & Pension Consultant through QDRO direct, LLC, where she is President and Owner of the firm.
Janen specializes in working with divorcing individuals both during and after a divorce. She also consults and serves as an expert witness for complicated financial cases as it relates to high-net worth clients with complicated benefit packages. She is also a specialist in the areas of QDROs, pension and retirement plan valuations and tracing of marital assets and investment gain/losses on accounts.
Additionally, Janen is a Wealth Advisor and investment advisor representative with Baron, Silver, Stevens where she currently holds her NASD series 6, 7, 24, 63, 65 & 66 licenses, as well as her life, health and variable annuity licenses in several states.
She has been quoted and featured as an expert in the areas of divorce and transitional planning in such publications as Business Week, Working Women, Fidelity Stages, The Sun-Sentinel, The Chicago Tribune and WSNV Channel 7 News.
Managing Member responsible for identifying and managing value-opportunity properties for investment.