AJW Financial, Inc.
3300 Edinborough Way ,Suite 550
Edina ,MN ,MN 55435
Edina ,MN ,MN 55435
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Collaborative Practice and Mediation; Financial Professional Services - property division, cash flow modeling and budget preparation, projected cash flow evaluation based on various spousal maintenance and/or child support scenarios, tax projections, long-term/retirement plan projections and Social Security optimization. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Investment Advisory Services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other named entity.
Professional Designations: Certified Financial Planner™ professional, 2013 Certified Divorce Financial Analyst®, 2008 Professional Registrations: Series 7, General Securities Representative, 2016, Series 66, Uniform Combined State Law registration, 2016 Professional Licenses: Family Mediation Training, 2017, MN Insurance License # IN-20569815, 2007
Chad is a Certified Financial Planner™ practitioner and holds the Certified Divorce Financial Analyst® designation with over 17 years of experience in the financial services industry. He started his career in 2005 as an advisor for Ameriprise Financial. His core focus is as a neutral in collaborative divorce proceedings and mediation, having served as a neutral on over 750 cases. People often meet with Chad after their attorney recommends him in the divorce process or even prior to retaining divorce counsel. His skills for creativity and ability to bring people together help clients find common financial ground in any circumstance. When clients are faced with a major life transition and many decisions, Chad delivers consistent guidance to help them move forward with a detailed and flexible financial plan. He acts as the facilitator of different financial options, whether it's property division, cash flow decisions, tax projections or providing for minor children or other family support items. In the process, he builds trust with both clients and attorneys to come to a resolution that focuses on meeting interest. "I try to create a plan in which everyone can win as much as possible financially. It's very gratifying at the end, especially when my clients can move forward with clarity."
Graduation Year : 2004
University Attended : Minnesota State University, Moorhead, 2004, Marketing and Business Administration
Member, The Institute for Divorce Financial Analysts®; Member, Collaborative Law Institute of Minnesota, 2013; Member, International Academy of Collaborative Professionals, 2013