ABOUT MAUREEN WALSH, CFP® CDFA® FINANCIAL EXPERT
Meet Maureen Walsh, CFP® CDFA®
As a Certified Financial Planner® (CFP®) and Certified DivorceFinancial Analyst® (CDFA®) Maureen has over thirty years’ experience in the financial services industry. She has held marketing, due diligence, and investment and insurance product key account relationship management positions at several well-known broker/dealer firms. In those corporate roles, she also served as Managing Editor of internal newsletters and authored a monthly column dealing with financial planning issues.
As an already well-established CFP ® professional and mother, Maureen personally experienced divorce. Despite her already considerable financial knowledge, the divorce process was daunting. Thus, her desire to combine her personal and professional experience to help clients facing divorce was born. She developed a system to bring order out of chaos so others could benefit from that experience. She then studied and obtained her certification as a CDFA ® Certified Divorce Financial Analyst. Her goal is to empower clients by demystifying financial complexities, enabling them to make informed decisions with clarity and confidence.
Maureen’s Professional Background
Experienced in Finance & Divorce Planning
A Commitment to Excellence & Ethics
Guiding Clients with Integrity & Expertise
Helping You Understand the Financial Side of Divorce
Answers to Common Questions About Maureen & Her Services
Maureen Walsh is a Certified Financial Planner® (CFP®) and Certified Divorce Financial Analyst® (CDFA®) with over 30 years of experience in the financial services industry. Clients benefit greatly from the combination of Maureen’s personal experience and advanced professional training in the divorce arena. Maureen uses her extensive financial background and personal insight into the challenges of divorce to offer empathetic and effective solutions. This holistic approach ensures comprehensive financial strategies, facilitating a smoother transition to financial independence and security.
Yes. While our primary service area includes CT, NY, and NJ, you can receive personalized, expert financial guidance anywhere in the U.S. via virtual consultations.
Unlike traditional financial advisors, Maureen focuses specifically on the financial impact of divorce. She works with clients, attorneys, and mediators to develop strategic, tax-efficient financial solutions that help safeguard long-term wealth, minimize risks, and promote financial stability during and after divorce.
No! While Maureen specializes in divorce financial planning, she provides holistic financial planning to anyone experiencing a life transition: marriage, starting or blending a family, career change, inheritance, retirement lifestyle planning, death of a life or business partner, etc.
Maureen works with individuals going through divorce, high-net-worth clients, business owners, and professionals who need financial expertise.
Maureen acts as a trusted financial consultant for attorneys, mediators, CPAs, mortgage brokers, and real estate professionals. She ensures that financial settlements, property division, and long-term financial strategies align with each client’s best interests.
Absolutely! Maureen provides comprehensive post-divorce financial planning, including budgeting, cash flow analysis, investment strategies, and retirement planning to help clients feel secure and financially independent in their next chapter.
Yes. We serve clients in the New York metropolitan area (CT, NY, NJ) and offer secure virtual consultations and personalized financial guidance nationwide.
Absolutely. We often partner with attorneys, CPAs, investment advisors, real estate and mortgage professionals, and insurance providers to ensure that your financial strategy is well-rounded, efficient, and collaborative.
Copyright 2025. Maureen Walsh, CFP®,CDFA®. All Rights Reserved.
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