Merrill Lynch – Bill Calvert, CDFA, CRPC, CPFA
As a Certified Divorce Financial Analyst (CDFA), I will help your divorce clients gain a better understanding of the financial aspects of divorce so they may move forward confidently. CDFA services are complimentary.
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Bill Calvert, CDFA, CRPC, CPFA
Wealth Management Advisor
Degrees: Bachelor of Science, Finance, The Ohio State University.
Fees: CDFA services are complimentary.
Professional Designations: CDFA – Certified Divorce Financial Analyst, and CRPC – Chartered Retirement Planning Counselor.