Carlie Headapohl

Carlie Headapohl CDFA®, CVA

P.O. Box 1927
Rancho Santa Fe CA 92067
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858-342-7756

Carlie Headapohl is a Certified Divorce Financial Analyst® (CDFA®) with a BS in Finance and Accounting from UC Berkeley.  For over 25 years, Carlie has been involved in all aspects of corporate and personal finance and specializes in helping high net worth clients with complex asset portfolios.  She is dedicated to helping her divorce clients optimize their financial settlements by providing thoughtful, thorough and objective financial analyses.

Carlie brings her extensive experience developing common sense solutions for simple and complex financial situations. Her expertise is derived from structuring and marketing equity and debt securities, real estate and other alternative asset funds. Her skills include budgeting, projections, asset tracing and valuation, tax implications, real estate related transactions, financial planning, education and organization.  She prides herself on excellent client service through responsive communication and by distilling financial information into clear and concise financial analyses.

Carlie is an active member in the investment community through her affiliations with WIFE.org (Women’s Institute for Financial Education), Institute of Divorce Financial Analysts, Association of Divorce Financial Planners, affiliate member of the San Diego Family Law Bar Association, and the Rancho Santa Fe Women’s Fund. She also passed the Financial Institute Regulatory Authority (FINRA) Series 7, 63, 79 and 82 exams.

For more detailed information on Carlie’s background please refer to her LinkedIn profile at Carlie Headapohl LinkedIn Profile.