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Jamie Siegal, CDFA®

Jamie is a CDFA® (Certified Divorce Financial Analyst) who provides valuable insight and assistance to individuals and couples going through a divorce. She can work with you and your clients to provide financial information and evaluate the financial and tax impacts of various settlement options for dividing marital property (including pensions) and child and spousal support payments with a focus on both short and long-term effects of the settlement.

Jamie is also a financial neutral in divorce cases, where you as an advisor, would normally need to give up the ability to advise the client after the divorce if you act as a financial neutral. Jamie is able to perform the financial work and you remain or become their advisor after the divorce. Jamie does NOT manage assets. Divorce financial consulting is her niche.

Jamie has more than 25 years of experience in the business and accounting fields. She has been a CPA, managed a Financial and Operational Internal Audit department, and has owned a construction business and a membership network that taught contractors best business practices.
Jamie is located in our McLean, VA office and will be providing her services to all Spire advisors across the country.

Areas serviced: Entire US, Located in VA

 

703-748-5821

Jamie.Siegal@Spireip.com



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Check the background of this firm on FINRA's BrokerCheck