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Episode 74: Grey Divorce & CDFAs According to Carol Lee Roberts

The Her Retirement Podcast

Release Date: 10/28/2022

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Carol Lee has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations.

Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C.

Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a former Board member of FPA-Illinois.

Tune in this week to hear Lynn's conversation with divorce expert, Carol Lee Roberts.