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Robert A. Kokol AEP, CFP®, MBA
Atticus Wealth Management
935 Twin Oaks Dr |
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Robert Kokol, founding Principal of Divorce FInancial Planning LLC, brings 25+ years of experience in financial services. A solid background in commercial banking, trust and investments created a sound foundation on which to build. Bob added a Florida Supreme Court certification in mediation for family law and multiple designations in divorce, estate and financial planning. This combined to form a practice dedicated to the divorce process with a clear commitment to assisting those in family law situations. Bob has extensive experience and training in the divorce process, albeit the more traditional route of cooperative divorce with the pending issue of trial as well as the collaborative route. Bob has served as an expert witness and has provided extensive assistance to counsel in the mediation process, in the taking of depositions, and in trials when necessary. He is certified to mediate family law cases in Florida as well. For his clients, divorce raises many complex financial issues. Given the emotion that is incorporated in divorce, Bob believes that looking forward in time becomes the critical basis for making decisions, rather than looking backwards. Divorce can have the impact on a family similar to the actual loss of a loved one. The long term impact on the children can also be severe. The ability of each party to make sound decisions can only come from their ability to look forward in time and see that where they are each headed is a safe haven. Without that “light at the end of the tunnel”, financial fear, whether it be typically via retirement issues or tax issues for the primary wage earner, or income replacement issues for the lesser wage earner, will oftentimes prevent cases from settling. A clear, long term direction allows cases to resolve, thus bringing to an end the further spending of significant economic resources and emotional capital for both parties. Due to the extensive time dedicated to divorce, Bob typically limits his wealth management practice to moderate to high net worth clients, endowments and foundations. His extensive experience in proper asset allocation and manager selection has created a number of long term relationships that Bob has enjoyed over the years. Bob applies a similar approach to managing these clients by employing a comparable financial planning approach. As an independent advisor, Bob is able to commit his time to both sets of clients. In an effort to avoid all potential conflicts of interest, perceived or other, Bob’s divorce clients rarely become his investment management clients. Securities offered through SCF Securiteis, Inc - Member FINRA / SIPC . Investment Advisory Services Offered through SCF Investment Advisors, Inc. 155 E. Shaw Avenue Suite 102 Fresno CA 93710 (800) 955-2517 Fax (559) 456-6109. SCF Securities and Global Planning Solutions & Advisory LLC or Divorce Financial Planning LLC are independently owned and operated. Licenses: Financial Industry Regulatory Authority (FINRA) Series 7, 63, 66 Registrations Florida and New York Life, Health & Variable Annuity Insurance Licenses Education: BA from Colgate University MBA from University of Miami CERTIFIED FINANCIAL PLANNER™ professional certification CERTIFIED DIVORCE FINANCIAL ANALYST® professional certification ACCREDITED ESTATE PLANNER™ professional certification Graduate of Cannon Trust School with Trust Sales Certification Community Involvement: Past President, Tampa Bay Estate Planning Council Community Foundation of Tampa Bay – Advisory Committee CFP,CERTIFIED FINANCIAL PLANNER® and federally registered CFP{with flame logo} 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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800.875.1760
