Our Firm’s Credentials

A nationally recognized expert

She is one of the distinguished trailblazers of divorce financial planning who has been a catalyst in developing a professional niche that has led to an international movement and thousands of practitioners today.

 

Over 25 years of making a difference

• Lili is a fee only Certified Financial Planner™ professional, a Certified Divorce Financial Analyst™, and a Master Analyst in Financial Forensics™ (MAFF) with specialty in Matrimonial Litigation
• Our firm, Divorce and Money Matters, is an independent Registered Investment Advisor
• Lili is an Advanced Practitioner in Mediation and Collaborative Divorce
• Lili is qualified as a testifying expert in Connecticut in matrimonial matters
• Lili is the only accepted national divorce financial planning expert with TASA Consulting Services, North America’s Largest and Most Experienced Expert Referral Service™
• She is a book author and prolific writer (see Book and media )
• Lili serves as President Emeritus of the Board of Directors of the national Association of Divorce Financial Planners, Member of the Financial Planning Association, and holds active memberships with the Connecticut Council of Non-Adversarial Divorce (CCND), CT Bar Association, New Haven County Bar Association, Fairfield County Bar Association, New York Association of Collaborative Professionals, Collaborative Divorce Team of Connecticut, Institute of Divorce Financial Analysts, and International Academy of Collaborative Professionals. She is also a founding member of the Collaborative Divorce Team of CT, and currently serves as the Chair of the Finance Subcommittee of the New York County Law Association’s Family Law and Child Welfare Committee.

 

Lili’s academic and professional credentials include:
  • B.A. cum laude in Economics and Political Science from Mount Holyoke College
  • Masters in International Relations from Columbia University School of International Affairs and Columbia Graduate Business School
  • Graduate Certificate in International European Relations from the Paris Institute of Political Studies, Paris, France
  • Executive Management Degree in International Investments Management from the Graduate School of Business at Stanford University and the London School of Business, and
  • CFP Professional degree from the College of Financial Planning

 

Honors and awards:
  • 2017 Women’s Choice Award for Financial Advisors and Firms, from WomenCertified Inc., in recognition of being a leading advocate for female consumers
  • 2015, 2016, and 2017 Best Investing Firm in Greenwich, Connecticut by Wealth & Money Management Magazine
  • 2015 Best Divorce Financial Planning Firm in Connecticut by Wealth &Money Management Magazine
  • 2015 Canyon Ranch Inspiration award
  • 2013 Pioneering Award from the national Association of Divorce Financial Planners for outstanding leadership and public advocacy in the field of divorce financial planning
  • 2010, 2012, 2013, 2014, 2015, 2016, and 2017 Recipient of Five Star Wealth Manager Award by both Westchester Magazine and Connecticut Magazine
  • Gold Level Certificate, FPA Chapter Award program award from the Financial Planners Association in recognition of exemplary leadership and volunteer service, 2006
  • Partners in Philanthropy award, Association of Professional Fundraisers, nominated by Yale New Haven Hospital, 2006
  • The Institute of Divorce Financial Analysts’ Salute for outstanding performance as member CDFA, March, 2005, acknowledgment in Divorce Magazine
  • Who’s Who of American Women Directory and International Who’s Who every year since 2002
  • Dr. Barbar Award, Yale-New Haven Children’s Hospital, recognition award for outstanding volunteer service and dedication, 1996
  • Founder and President of Allie’s Dream, Inc., a nonprofit organization for young adults with developmental disabilities (www.alliesdream.org)