YOUR MONEY ADVOCATE - Key Persons
Carlie Berke is the Founder of Your Money Advocate and obtained her certification as a Certified Divorce Financial Analyst (CDFA®) and a Certified Valuation Analyst (CVA).
I have worked on hundreds of marital dissolution cases over the past ten years that were predominantly settled through alternative dispute resolution in addition to providing expert witness testimony. My experience in the field of marital dissolution includes business and asset valuation, income and expense analyses, separate property tracings, executive compensation and related equity awards, commercial and residential real estate economic analyses, post-divorce budgeting, division of assets, calculating support arrears, income available for support analyses and other financial analyses needed for marital dissolution or post judgment cases.
I bring over 35 years of experience in the field of finance with extensive expertise in business and asset valuation, corporate and asset purchases, sales and financings across multiple industries and asset classes, financial modeling and budgeting, and distilling and presenting complex financial analyses. I am also an alternative assets specialist on topics such as private equity, venture capital, hedge funds and real estate to name the key types and provide unique expertise to clients with complex financial assets.
Prior to founding Your Money Advocate, I spent over 25 years in the field of finance, analyzing companies, industries, financial products and investment structures. I completed numerous debt and equity public and private offerings, managed a $1.3 billion commercial real estate portfolio and was an officer of a publicly-traded REIT in charge of finance. My expertise is in distilling and communicating simple to complex financial analyses into coherent, concise and persuasive presentation formats.