Myles German CDFA®, CFP®


Equitable Advisors, LLC

2255 Glades Raod # 412E
Boca Raton FL 33431

Get directions
561-504-8406

Myles has obtained the CDFA® professional designation. He is also a member of various professional groups devoted to helping people go through their divorce.  With his specialized training, Myles helps people analyze their current situation and to formulate a game plan on how to accomplish a fair divorce outcome.  He works closely with your attorney and accountant to help you achieve your desired outcome.  Myles has been a guest speaker at Second Saturday Boca Raton divorce workshops since 2017 (www.secondsaturdaybocaraton.com)

Divorces can cost tens of thousands of dollars.  We have seen many divorces cost over $100,000.  We highly encourage divorcees to put aside their differences and try to work on a reasonable settlement so that the goal can be achieved as quickly and inexpensively as possible.  Keep in mind that the typical divorce attorney charges over $400 per hour, per person.  They also usually require retainers in excess of $10,000 each person. 

In order to help keep the total costs down, I highly recommend that you seek out my services first so that you can assess your financial situation and have a roadmap to follow and can navigate your divorce with your attorney based on reasonable goals.

Services include:

  • Financial analysis
  • Strategy planning
  • Equitable Distribution planning (dividing/allocating assets)
  • Post nuptial planning
  • Pre nuptial planning
  • Marital Settlement Agreement (MSA) review to help avoid costly “modifications” down the road
  • Help you implement MSA items so you don’t forget as time goes on
  • Setting up new investment accounts to receive assets
  • Investment advice and management
  • Obtaining new life insurance to secure Alimony or Child Support payments
  • Obtaining new health insurance
  • Budgeting and lifestyle choices
  • Retirement income planning
  • Help clients prepare Financial Affidavits
  • Calculate Child Support and Alimony

Call today to set up your no obligation consultation.

Credentials:

  • CERTIFIED FINANCIAL PLANNER™ professional: signifies knowledge, ethics, and experience to help you manage your wealth.
  • (RICP®) Retirement Income Certified Professional® designation: training on building integrated and comprehensive retirement income plans, helping to enable you to make better, more informed decision-making regarding retirement financial planning.
  • Retirement Planning Specialist: title awarded by Equitable Advisors based on his receipt of a Certificate in Retirement Planning from the Wharton School of Business.
  • (CDFA™) Certified Divorce Financial Analyst designation: granted upon completion of specific training and education relating to the financial ramifications of divorce.
  • Collaborative Law Training: Learned how to effectively deal with a team of professionals in divorce cases.  The aim is to help keep family relations in tact by reducing conflict and helping people make their own rational goal based decisions rather than a Judge deciding their outcome.
  • Million Dollar Round Table (MDRT) Life qualifying member.  MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance
  • Member of the Elite Advisors Group (EAG) which is an internal recognition program of Equitable Advisors, LLC that less than 20% of financial professionals affiliated with Equitable Advisors, LLC  qualify for and who are distinguished for achieving a high standard of experience and service demonstrating their ability to help meet the complex needs of their clients.
  • Prior Guest Speaker - The Money Channel Radio Station hosted by Steven Crowley.
  • Conducted numerous workshops on a broad array of financial planning topics and divorce.

Education:

  • Bachelor’s Degree in Civil Engineering via full tuition scholastic based scholarship to
    The Cooper Union, NY.
  • Master’s Degree in Civil Engineering via full tuition scholastic based scholarship to
    The Cooper Union, NY.
  • Advanced courses and other training programs throughout each year to keep up on the ever-changing financial landscape.

Professional Memberships (past & present):

  • National Association of Divorce Professionals
  • South Palm Beach County Collaborative Law Group
  • Collaborative Family Law Professionals of South Florida
  • Collaborative Divorce Team, Inc.
  • Institute of Divorce Financial Analysts
  • International Academy of Collaborative Professionals
  • Greater Boca Raton Estate Planning Council
  • Greater Boca Raton Chamber of Commerce (Trustee member)
  • Broward Bar Association (Associate Member)

Myles German offers securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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