Over the past few years I have set out on a journey to learn all that I could about helping individuals, especially women, build wealth.  Along the way, I realized that once the hard work to build your finances was achieved, wealth preservation became the focus.  I was also faced with the reality that many of our clients and even personal friends were getting divorced.  Divorce can have a devastating effect on your finances especially if it is not handled carefully.  That's why I started, Beyond Divorce Solutions!  Combining my years of business experience, financial planning and specialized divorce training, I aim to provide clear financial information in the midst of a highly emotional time.  Our goal is to "Provide Financial Clarity During and Beyond Your Divorce."

          Yours Truly,

Penny

​

Credentials and qualifications:

• Certified Financial Planner Board of Standards, CERTIFIED FINANCIAL PLANNER®

• University of Florida, Personal and Family Financial Planning

• The College for Financial Planning- Accredited Asset Management Specialist™

• Florida International University, Bachelor of Arts in Communication Arts, Summa Cum Laude

• Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst™

• Introductory Interdisciplinary Collaborative Practice Training 

• Member of Brevard Collaborative Association

• Member of Florida Academy of Collaborative Professionals

• Member of Brevard County Estate Planning Council

• Duke University, Behavioral Finance course

• FINRA Series 7, General Securities (inactive)

• FINRA Series 63 

• FINRA Series 65, Uniform Investment Advisor Representative

• Florida Insurance Licenses 214 - Life and Annuity & 240-Health 

• Florida Real Estate Broker license (inactive)

• Leadership Brevard Graduate, Class of 2023

​