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Directory :: Financial Professionals :: Iowa :: Waterloo

Gleason Resource Group
501 Sycamore Street, Suite 600
Waterloo , IA
50703

Phone: (319) 234-1213

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Cindy S. Gleason CFP ChFC CDFA

Profile

Divorce may well be the biggest legal issue you'll face in your life. It will also most likely be the biggest financial issue you'll face as well. It is becoming more common to work with Certified Divorce Financial Analysts in Iowa as we have learned that an 'equitable distribution' does not always mean 50/50. Comprehensive financial analysis by a trained divorce financial analyst provides the bedrock to know you'll be financially OK post divorce.

How will you know if the settlement proposal from your soon-to-be ex is truly fair? It's simple: Without the financial work you won't.

Firm overview

Cindy Gleason is a Certified Financial Planner, a Chartered Financial Consultant and a Certified Divorce Financial Analyst. For the last two decades she has helped her clients attain and maintain wealth using a values-based financial planning approach. She's also 'been there and done that' in terms of hiring a CDFA in her own divorce which ended after a three-day trial.

Cindy is also part of the 'Navigating Divorce Team' that offer quarterly seminars in Iowa. www.navigatingdivorce.com

Licenses

Serie 7; Series 63; Iowa Life, Accident & Health

Education

College/University	Degree	Year
Upper Iowa University	Bachelor of Science	1988
Sovern School of Mediation	Mediator	2006

Percent of current practice dedicated to Divorce & Family Matters

30 %

Professional associations

Position	Association Name	Year
Institute for Divorce Financial Analysts

Awards

Organization	Name	Year
Who's Who Among American Women		2007

Publications

Article	Publication	Year
"Splitting the Difference"	Waterloo, IA Courier	2007

Professional speaking

Business & Professional Women's State Board Meetin
Speaking of Women's Health, Waterloo, IA 2007

ProBono

Cases taken based on need through attorneys

Fees and payments

Furnished upon request

Languages spoken

English

Disclaimer

Gleason Resource Group provides advanced divorce financial analysis and mediation services, and does not provide legal services or legal advice. Cases provide information based on information provided by clients, their attorneys and information obtained from opposing counsel. All cases do not require or benefit from divorce analysis. No representation will be made as to the outcome of any case. Work product does not entail fundamental or technical analysis of financial products, recommendations on those products or guidance on appropriateness of investments in the client's portfolio. Analysis product is limited to the division of marital property and logical assumptions of future economic conditions.