Jacki Roessler, CDFA®

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 Certified Divorce Financial Planner

Certified Divorce Financial Planner

Jacqueline (Jacki) Roessler, CDFA® has been a practicing divorce financial planner since 1992 and is viewed by her peers as a leader in the area of divorce financial planning.

Jacki’s work with divorcing clients has been featured in numerous media, including Kiplingers’ Personal Finance,Fortune Magazine, Bloomberg’s Wealth Manager, Money magazine and the Investment News. She writes a monthly divorce financial planning blog and has published numerous articles on the financial issues of divorce. She is a frequent lecturer to attorneys, judges and financial advisors on the financial issues surrounding divorce.  As a certified financial divorce planner in the QDRO and pension arena, she has conducted seminars around the country, teaching lawyers, judges and financial professionals the intricacies of QDRO’s and pension valuations in divorce cases. Jacki has also developed software applications that assist in preparing QDROs as well as provide financial tools for divorce settlement purposes.

Jacki is passionate about empowering her clients (and their attorneys) to make educated and well-thought out financial decisions throughout their divorce. “An enthusiastic vegan, in her free time, she loves spending time with her two kids, Ava and Kevyn, her close friends and family and traveling and exploring outdoor and indoor adventures.

Education:

  • James Madison College, Michigan State University

  • 1992; Certified Divorce Financial Analyst, Institute for Divorce Financial Analysts

  • State Approved Mediation Trained, Mediation Training and Consultation Institute, Ann Arbor, MI

  • 2004, Collaborative Certification, Collaborative Training Institute

Areas of Focus and Interest:

  • Divorce Financial Planning

  • Pension and QDROs

  • Attorney education

  • Development, Divorce & Financial Planning Software tools

Leadership & Community Involvement

  • Advisory Committee, Women’s Divorce Resource Center http://womensdivorce.org,

  • Board of Trustees, Michigan Opera Theatre (MOT) www.motopera.org

  • Community Outreach Chair, Michigan Opera Theatre Children’s Chorus (MOTCC), former Fundraising & Sponsorship Chair

  • Event Planning, Impact100 Metro Detroit http://impact100metrodetroit.org.

  • Board of Directors, The Magic of Life Foundation, http://www.themagicoflife.com/programs/the-magic-of-life-foundation/

  • Former Executive Vice President, Institute for Divorce Financial Analysts

  • Former Board Member, MIPA (Michigan Inter-Professional Association on Divorce and the Family)

  • Former Board Member, Detroit Institute of Arts, European Painting Council

  • Former Board Member, Schoolcraft College Women’s Resource Center

  • Former Chair, Kaleidoscope Annual Fundraising Initiative, Cranbrook Schools Brookside