DIVORCE CAPITAL PLANNING - Key Persons
Job Titles:
- Member of the Advisory Board
Anthony J. Kerin, III - Flicker, Kerin, Kruger & Bissada, LLP
A founding partner of Flicker, Kerin, Kruger & Bissada, Tony Kerin has practiced law in California for over 30 years. He focuses on the business, real estate, partnership, corporate and construction issues which typically are components of high net worth dissolution, including valuation of community property held business and real estate holdings. Mr. Kerin also works with clients to negotiate acceptable co-habitation agreements, pre and post marital agreements and real property joint ownership agreements, as well as family law planning with parents gifting to married children. His reputation in the legal community has earned him Martindale-Hubbell's prestigious "AV" rating since 1992. Mr. Kerin is a member of the California State Bar, the Palo Alto Bar Association, and the Santa Clara and San Mateo Bar Associations. He serves on the panel of court appointed arbitrators for both San Mateo and Santa Clara County.
Job Titles:
- Member of the Advisory Board
Greg MacSwain - Law Offices of Gregory Scott MacSwain
Greg MacSwain has been actively practicing law in the State of California for over 35 years. His practice is devoted exclusively to family law with an emphasis on complex custody and financial issues, including child and spousal support, property division, and international jurisdictional disputes. In addition to his litigation practice, he is also an experienced mediator and collaborative attorney. Mr. MacSwain serves as a Settlement Conference Judge Pro Tem and Settlement Officer Judge Pro Tem for the Santa Clara County Superior Court. Mr. MacSwain is a former member of the faculty at San Jose State where he lectured in the Department of Organization and Management for 25 years. He is currently involved in a pilot project with the Santa Clara Superior Court to assist parents of young children in early dispute resolution. Mr. MacSwain is an active member of the California State Bar, Santa Clara County Bar Association, and the International Academy of Collaborative Professionals. He has been named one of the Top Lawyers in Silicon Valley numerous times by San Jose Magazine.
Job Titles:
- Co - Founder
- Founder
- Founding Partner
Jason Crowley is a founding partner of Divorce Capital Planning, co-founder of Divorce Mortgage Advisors, founder of Survive Divorce, and financial advisor at Capital Planning Partners. As a Certified Divorce Financial Analyst, Jason works with our clients and their attorneys to formulate creative options to complicated settlement issues. He specializes in developing comprehensive financial projections to analyze, address, and evaluate all facets of a divorce settlement. Jason has experience modeling cash flow projections and facilitating the division of complex assets such as stock options, business and venture capital interests, and real estate investments.
Jason has extensive training in family law specific Mediation and Collaborative Divorce. He is an active member in a number of professional associations including the Association of Divorce Financial Planners, Institute for Divorce Financial Analysts, as well as the California State Bar and County Bar Associations. He is a frequent guest speaker on the financial and tax issues in divorce for local organizations and divorce professionals. Previously, Jason served as a financial planner with Wealth Strategies Group. He began his professional career as a financial analyst at Commerce Capital Group, a boutique investment banking firm specializing in mergers and acquisitions (M&A) advisory services.
Jason earned a bachelor's degree in Business Economics and Accounting from the University of California, Santa Barbara, where he graduated summa cum laude. Jason has the distinction of being one of the select few financial professionals to hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA) credentials. He also holds the Financial Industry Regulatory (FINRA) Series 7 and 66 licenses. A Bay area native, Jason resides in Menlo Park.
With over 15 years of experience in complex family law litigation, JB Rizzo specializes in forensic accounting and business valuations for marital dissolutions. JB is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and Certified in Financial Forensics (CFF). He has experience in the preparation of business valuations, income available for support calculations, marital standard of living analysis, tracing and apportionment analysis, community property balance sheets, and the analysis of settlement proposals, tax returns, financial statements, and other business records. Mr. Rizzo has testified as an expert witness in numerous family law litigation matters in the Superior Court in the state of California.
Previously, JB Rizzo was a Senior Manager with Hargrave & Hargrave, a Los Angeles-based CPA firm specializing in forensic accounting and litigation consulting. During his tenure, JB was responsible for analyzing complex accounting, financial, valuation, and tax issues associated with divorce. He frequently served as the Court-appointed expert under California §730, commonly referred to as "joint neutral." JB began his financial career at Arthur Andersen, where he was responsible for the preparation of individual and corporate tax returns before transferring to the firm's Los Angeles office to focus on forensic accounting in the Business Fraud and Investigation Services group.
Karlyn Henry, CFP®, CDFA®, is a senior associate and divorce financial strategist at Divorce Capital Planning. As a Certified Divorce Financial Analyst, Karlyn helps clients navigate through the financial complexities associated with divorce. Working individually, as a mediator, or a financial neutral on a collaborative team; Karlyn helps clients to better understand financial issues that arise during the divorce process and educates them on the impact of potential settlement possibilities. It is important to Karlyn that clients understand their financial situation in detail so they can make educated financial decisions.
Karlyn is an active member of numerous professional organizations including the Institute for Divorce Financial Analysts and the International Academy of Collaborative Professionals. She also serves as a Delegate for Collaborative Practice California and is currently the Vice President of Collaborative Practice Silicon Valley. Karlyn speaks frequently on financial issues related to divorce, most recently on cryptocurrency and tax issues.
Karlyn earned a B.A. in Business Finance from California State University, Fullerton. A Santa Cruz County native, Karlyn currently resides in San Jose with her husband and son. In her spare time, she enjoys snowboarding, traveling, and watching sports.
Job Titles:
- Member of the Advisory Board
Steve Montalvo - Law Office of Stephen J. Montalvo
A Certified Family Law Specialist by the State Bar of California's Board of Specialization, Steve Montalvo has more than 25 years of legal experience. Mr. Montalvo practices exclusively in the area of family law, representing high-profile clients in complex negotiations. His reputation in the legal community has earned him Martindale-Hubbell's prestigious "AV" rating, which signifies the highest level of professional excellence and ethical standards. Additionally, Mr. Montalvo has been recognized as a Northern California "Super Lawyer" since 2007.
Job Titles:
- Member of the Advisory Board
Steve Silvestri - Silvestri, Silvestri & Mialocq
A partner of Silvestri, Silvestri & Mialocq, Steve Silvestri has practiced family law exclusively since 1997. His practice focuses on high asset family law cases involving complex financial matters such as the division of venture capital, hedge fund, and real estate interests. In addition to his litigation practice, Mr. Silvestri is an experienced mediator and represents clients in collaborative law. He also specializes in preparing and negotiating premarital agreements. Mr. Silvestri is a member of the California State Bar and San Mateo County Bar Association.
Job Titles:
- Member of the Advisory Board
Susan Benett - Benett & Becker
A Certified Family Law Specialist by the State Bar of California's Board of Specialization, Susan Benett possesses more than 29 years of legal experience. Ms. Benett practices in all aspects of family law, focusing on the litigation and settlement of high asset dissolution cases involving complex financial issues. Her reputation in the legal community has earned her Martindale-Hubbell's prestigious "AV" rating and recognition as a Northern California "Super Lawyer." Ms. Benett was appointed by Santa Clara County as judge pro tem, private judge, and mediator.