Justin Reckers, CFP®, CDFAT, AIF®
Certified Financial Planner, Certified Divorce Financial Analyst. Accredited Investment Fiduciary, Expert Financial Neutral
Pacific Divorce Management
12544 High Bluff Drive, Suite 440
San Diego, CA 92130
Tel: 858.509.2329
Email: jreckers@pacdivorce.com
Twitter: www.twitter.com/JustinCFPCDFA
Facebook: www.facebook.com/Pacific.Divorce.Management
LinkedIn: www.linkedin.com/in/JustinCFPCDFA
Experience and Specialties
Justin A. Reckers CFP®, CDFAT, AIF®, is a Managing Director of Pacific Divorce Management, LLC, a San Diego based firm that specializes in the financial aspects that arise for couples going through a divorce. Justin has developed a passion for guiding people through what can be the most emotionally and financially devastating period in their life. He provides education and support during difficult decision making processes in order to facilitate rational and informed conclusions for clients. Justin offers Dispute Resolution services in Collaborative Divorce and Mediation. He also regularly works with attorneys serving as an Expert Financial Analyst in neutral or advocacy roles in the litigation process.Justin is a Certified Financial Planner® professional, Certified Divorce Financial AnalystT, and Accredited Investment Fiduciary®. He is trained in Family Law specific Mediation and Collaborative divorce and regularly participates in continuing education courses. He is an active member of the San Diego County Bar Association Family Law Section, the San Diego Financial Planning Association, The International Academy of Collaborative Professionals, The Institute for Divorce Financial Analysts, The Association of Divorce Financial Planners, The Foundation for Fiduciary Studies and current Board Member of the Collaborative Family Law Group of San Diego.
Justin also serves as a Financial Planner for Pacific Wealth Management ®, LLC, a San Diego-based investment management, consulting, and financial planning company where he specializes in comprehensive financial planning and is responsible for managing the financial planning and advisory practice. The financial planning and advisory practice includes a comprehensive post divorce financial planning program for clients dedicated to preparing for financial independence and long term success during the post divorce transition. This program was developed with his Family Law experience in mind having seen the negative effects of lack of follow through during a divorce.
Education
The Ohio State University, Columbus, Ohio-
- Degree - Bachelor of Science in Human Ecology
- Major Course of Study - Family Resource Management
- Specialization - Family Financial Management, course work developed in partnership with the Certified Financial Planner Board of Standards, Inc. to prepare candidates for the comprehensive board administered CFP® exam.
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- 3 Day Basic Collaborative Divorce Training
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- 40 Hour Basic Divorce Mediation Training
Certifications
CERTIFIED FINANCIAL PLANNER Professional-
- Education requirements completed in December 2003, Comprehensive exam requirement completed in November of 2005, Experience requirement completed in May of 2006
- Comprehensive Financial Planning
- Goal based and cash flow based planning strategies
- Cash Flow Management, Risk Management, Investment Management, Tax Planning, Retirement Planning, Estate Planning
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- Evaluation of financial and tax aspects of divorce settlements
- Post divorce financial independence planning
- Financial document preparation including: net worth statements, income, expense and tax projections, risk assessment, asset division,
- Preparation, review and analysis of Moore/Marsden claims, 2640 eimbursement claims, present value of pension benefits, stock option, retirement benefit and other time rule formulas, forensic cash flow tracing, etc...
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- Education and Ethical commitment to the Fiduciary Standard of Care and Prudent Investment management practices when providing financial advisory services to clients.
