Jo-Ann C Little

About Jo-Ann C Little

Certified Financial Planner Certified Divorce Financial Analyst FINRA Arbitrator…

Experience

1. Cdfa, Cfp, Finra Arbitrator

   Divorce Help

   Jun 2009 — Present

   One of the single most life-changing events occurs when couples experience the divorce process. The ability to make sound, long-term decisions is often clouded by the emotional, spiritual and financial trauma faced in the divorce process. With over 29 years experience in the financial markets coupled with experiencing divorce first hand, I am skilled in assisting individuals/couples through this process. I hold a CFP, CDFA, an arbitrator with FINRA, Certified in Collaborative Divorce, Certified in High Conflict - New Ways for Families. I also hold all necessary licenses to transact many of the required investment vehicles which may be necessary as a follow- up to the process. More importantly I have see the process from a holistic viewpoint understanding the many aspects of human nature and change.

Education

• California State University-Long Beach - College of Business

  BS, Marketing/Finance

  1980 — 1983

• Institute of Divorce Financial Analysts

  CDFA, finances specific to divorce

  2006 — 2008

• College for Financial Planning

  CFP, Financial Services

  1987 — 1989

Skills

• Project Planning
• 401k
• Insurance
• Small Business
• Program Management
• Investments
• Estate Planning
• Coaching
• Retirement
• Strategic Financial Planning
• Wealth
• Strategic Planning
• Business Development
• Wealth Management
• Management
• Team Building
• Financial Advisory
• Divorce Negotiation
• Budgets
• Life Insurance
• Finance
• Pensions
• Financial Modeling
• Retirement Planning
• Marketing
• Investment Advisory
• Personal Finance
• Real Estate
• Long-Term Care
• Negotiation
• Sales
• Financial Planners
• Asset Allocation
• Divorce
• Succession Planning
• Series 7
• Financial Services
• High Net Worth Individuals
• Business Planning
• Fixed Annuities