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Bios- Lili A. Vasileff and Laurie Itkin

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Lili A. Vasileff

 

Lili A. Vasileff is a fee only Certified Financial Planner (CFP®), Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, Certified Divorce Financial Analyst (CDFA®), and President of Wealth Protection Management based in Greenwich, CT. She is a trained mediator, collaborative financial specialist, and qualified litigation expert. She trains divorce professionals in the Collaborative process and presents on financial topics regularly at the New York City Bar Association.

 

 

She is a nationally recognized expert practitioner, speaker, writer, and author of three books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”.

 

Lili is the co-president of the national Association of Divorce Financial Planners (ADFP).  Her awards include the prestigious 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women; CEO Today 2018 Business Woman of the Year Award; Five Star Wealth Manager Award for last 12 years, the Best Wealth Protection Manager 2019 - Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award.  Her website is www.wealthprotectionmanagement.com.

 

Laurie Itkin

 

Laurie Itkin is a financial advisor, wealth manager, and certified divorce financial analyst (CDFA). She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named Ms. Itkin one of the top 100 most influential financial advisors in the country. 

 

As a wealth manager at Coastwise Capital Group, which has received the annual Five Star award for "Best in Client Satisfaction" for the past seven years, Ms. Itkin manages the investments of clients' brokerage, trust and retirement accounts. Through her financial consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process.

 

Ms. Itkin frequently appears as a guest expert on investing and personal finance on television, radio and podcasts. She has been quoted in numerous publications including the Wall Street Journal, San Diego Union Tribune, Chicago Tribune, Christian Science Monitor, U.S. News and World Reports, Redbook, and Forbes. 

 

Ms. Itkin is a national expert on women and investing and speaks at conferences and seminars throughout the country. She has a talent for communicating arcane economic and investing subjects in language that everyone can understand. She volunteers as a pro-bono financial planner for the San Diego Financial Literacy Center, as a speaker for the Second Saturday and Divorce 101 workshops, and as a mentor to women launching new businesses in her capacity as a board member for Hera Labs' Business Accelerator. She earned her B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania. Her website is www.TheOptionsLady.com.

 

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