Certified Divorce Financial Analyst (CDFA)s in AZ

Welcome to Divorce Network Pro's comprehensive directory of certified divorce financial analyst (cdfa)s serving Arizona. Our platform connects individuals and families navigating separation and divorce with qualified certified divorce financial analyst (cdfa)s who understand the unique challenges of this transition.

Courtney Lutz-McLellan

Courtney Lutz-McLellan

Certified Divorce Financial Analyst, CDFA

Charlotte, NC
(704) 389-5905

Courtney Lutz-McLellan, MA, CDFA® Principal Certified Divorce Financial Analyst & Co-Founder, Phoenix Financial Advocates Courtney Lutz-McLellan is the Principal Certified Divorce Financial Analyst® (CDFA®) and co-founder of Phoenix Financial Advocates, LLC, a Charlotte-based firm dedicated exclusively to helping individuals and couples nationwidenavigate the financial complexities of divorce. With over 25 years of experience as a financial analyst and institutional equities trader, Courtney brings both technical expertise and real-world practicality to each case. Courtney holds a Bachelor of Science degree from Indiana University and a Master of Arts degree from Appalachian State University. She has completed Level I of the Chartered Financial Analyst® (CFA) program and also holds FINRA Series 7, 24, 63, and 65 licenses. In addition to her financial background, she has testified as an expert witness in numerous divorce cases across multiple states, providing clear and credible analysis on matters such as income, business valuation, marital balance sheets, and lifestyle analyses. At Phoenix Financial Advocates, Courtney and her team provide services ranging from marital balance sheet preparation and business valuations to lifestyle expense analyses and asset searches. She is known for her ability to break down complex financial issues into language that both clients and attorneys can easily understand. Her approach is collaborative, thorough, and focused on empowering clients to make informed decisions for their financial futures. Courtney believes divorce is not just a legal process but also a financial turning point, and her mission is to ensure clients are equipped with the clarity and confidence they need to move forward. Whether working as a neutral analyst or as part of a litigation team, she is committed to accuracy, transparency, and compassionate professionalism.

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Why Choose a Certified Divorce Financial Analyst (CDFA) in Arizona?

Working with a local certified divorce financial analyst (cdfa) who understands Arizona's specific regulations, procedures, and family law landscape can make a significant difference in your divorce journey. Certified Divorce Financial Analyst (CDFA)s listed in our Arizona directory bring specialized expertise to help you make informed decisions during this critical time.

What to Expect from Arizona Certified Divorce Financial Analyst (CDFA)s

The certified divorce financial analyst (cdfa)s featured in this directory have been verified as active professionals serving the Arizona community. Each listing provides detailed information about their services, areas of specialization, and approach to supporting families through divorce and separation.

When selecting a certified divorce financial analyst (cdfa), consider factors such as:

  • Experience with cases similar to yours
  • Understanding of Arizona-specific laws and procedures
  • Communication style and availability
  • Fee structure and payment options
  • Client testimonials and professional credentials

Services Provided by Certified Divorce Financial Analyst (CDFA)s

CDFAs in Arizona typically offer:

  • Financial impact analysis of settlement options
  • Asset division strategies
  • Retirement account division (QDRO) guidance
  • Post-divorce budget planning
  • Tax implications analysis

Getting Started

Browse the certified divorce financial analyst (cdfa)s listed below to find the right professional for your situation. Many offer initial consultations to help you determine if they're the right fit for your needs. Don't hesitate to reach out to multiple professionals to compare their services and approach.

Are You a Certified Divorce Financial Analyst (CDFA)?

If you're a qualified certified divorce financial analyst (cdfa) serving Arizona, join Divorce Network Pro to connect with individuals who need your expertise. Our platform helps you reach families at a critical moment when they need professional guidance most.