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Jason Douglas Crowley CDFA®, CFA, CFP®
Divorce Capital Planning
1313 Laurel Street, Suite 109 |
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Jason Crowley is a founding partner at Divorce Capital Planning and financial advisor at Capital Planning Partners. As a Certified Divorce Financial Analyst, Jason helps our clients and their attorneys formulate creative options to complicated settlement issues. He specializes in developing comprehensive financial models and projections to analyze, address, and evaluate all facets of a divorce settlement. Jason has experience creating detailed budgets, modeling after-tax cash flow projections, and facilitating the division of complex assets such as stock options, business and venture capital interests, and real estate investments. Jason has extensive training in family law specific Mediation and Collaborative Divorce. He is an active member in a number of professional associations including the Association of Divorce Financial Planners, Institute for Divorce Financial Analysts, as well as the California State Bar and County Bar Associations. He is a frequent guest speaker on financial and tax issues in divorce for prominent local organizations and divorce professionals. Previously, Jason concentrated on mergers and acquisitions (M&A) advisory services as a financial analyst at a boutique investment banking firm. Jason earned a bachelor's degree in Business Economics and Accounting from the University of California, Santa Barbara, where he graduated summa cum laude. Jason has the distinction of being one of the select few financial professionals to hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA) designations. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses. To learn more, please visit our website at www.divorcecapitalplanning.com |
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800.875.1760
