Ginita Wall

CPA, CDFA, CFP®
Certified Public Accountant (CPA), Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP®)

Ginita Wall, CPA, CDFA, CFP

10863 Vereda Sol Del Dios
San Diego, California 92130

Tel:  (858) 792-0524
Fax: (858) 794-0330

Email: gwall@PlanForWealth.com
Web:  www.PlanForWealth.com , and www.SecondSaturday.com

Summary:

Ginita Wall, CPA, CFP, CDFA is nationally known but locally focused. As a forensic accountant and financial planner named by Worth magazine as one of the most trusted financial planners in the country for seven years in a row, she has made it her mission to help people deal with money through lifes transitions. Ginita is a collaboratively trained financial specialist, writes a blog for TurboTax twice monthly, has appeared on nationally broadcast programs and in national financial and women's publications and has received the Five Star Wealth Manager award for six years. She co-founded the acclaimed Second Saturday divorce workshop, which is in its 25th year in San Diego. The program has been replicated in 36 communities across the nation, and has helped over 8000 women locally (and a few men too) as well as raising over $200,000 for scholarships and other non-profit endeavors. Additional program offerings include the Divorce Workshop for Men and Parenting After Divorce. Websites: www.PlanForWealth.com, and www.SecondSaturday.com.

Education

  • Antioch College, Yellow Springs, Ohio, B.A. (Administration), 1966
  • College for Financial Planning, Denver, Colorado, CFP Certification, 1984

Licenses and Certificates

  • Certified Public Accountant, California, 1968
  • Certified Public Accountant, New Mexico, 1969
  • Certified Financial Planner™, 1984
  • Certified Divorce Financial Analyst, 2003
  • Certificate for Interdisciplinary Collaborative Training, November 2012

Experience

  • Touche, Ross & Co., Dayton, Ohio and San Francisco, California, 1966 - 1968
  • Main LaFrentz & Co., El Paso, Texas and Las Cruces, New Mexico, 1968- 1970
  • Wall McKeag & Co., Las Cruces, New Mexico, 1970 - 1987
  • Ginita Wall, CPA, CFP, San Diego, California, 1987 - present

Honors

  • Pioneering Award, Association of Divorce Financial Planners, New York, September 2010
  • Who's Who in Finance, 1998-2011
  • National Advisory Board, Divorce Magazine, 1999-2013
  • Advisory Board, General Electric Center for Financial Learning, 1999-2005
  • Named one of the 250 best financial advisers in the country, Worth Magazine, 1996-2003

Books Written

  • It's More Than Money-It's Your Life! The New Money Club for Women
    (Co-author with Candace Bahr), John Wiley, New York, NY, 2004
  • The ABCs of Divorce for Women
    (Co-author with Carol Ann Wilson), Quantum Press, 2003
  • Your Next Fifty Years: A Completely New Way to Look At How, When and If You Should Retire
    (Co-author with Victoria F. Collins, CFP, Ph.D.), Henry Holt & Co., New York, NY, 1997
  • Cover Your Assets: Lawsuit Protection
    (Co-author with Jay W. Mitton, M.B.A., J.D.), Crown Publishers, New York, NY, 1995
  • The Way to Invest: A Five-Step Blueprint for Growing Your Money Through Mutual Funds
    Henry Holt & Co., New York, NY, 1995
  • Smart Ways to Save Money During and After Divorce
    (Co-author with Victoria F. Collins, CFP, Ph.D.), NOLO Press, Berkeley, CA, 1994
  • The Way to Save: A 10-Step Blueprint for Lifetime Security
    Henry Holt & Co., New York, NY, 1993
  • Our Money, Our Selves: Money Management for Each Stage of a Woman's Life
    Consumer Reports Books, Yonkers, NY, 1992

Courses and Short Courses Written

  • Focus on Forever (43-page workbook). Created with the American Academy of Matrimonial
  • Lawyers and two nationally recognized psychologists.
  • When Elders Divorce: Divorce Planning/or the Older Client (Audiotape and manual)
  • National Endowment for Financial Education, Denver, CO
    Defensive Divorce: Tax Planning and Strategies (Co-author with Danny Santucci, J.D., CPA)
  • One-Day Continuing Education Course for CPAs, attorneys and financial advisers

Other Publications and Interviews

Quoted in national magazines and newspapers, including the Wall Street Journal, Business Week,
USA Today, Newsweek, The New York Times, Fortune, Money, Worth, Kiplinger's, Smart
Money, Working Woman, Good Housekeeping, Redbook, Parade and Family Circle.
Financial expert and columnist for Turbotax, iVillage.com, Cox Interactive Media, and CNBC.com
Has appeared on numerous radio and television broadcasts, including .NBC Nightly News,
MSNBC, CBS This Morning, CNN, CNBC and National Public Radio

Lectures

Practitioners Panel, Assn of Divorce Financial Planners National Conference, September 2012

"Divorce & Taxes: New Rules in the New Economy", So. Calif. Tax Professionals, June 2012

"Keynote address, West Virginia Treasurer's Women & Money Conference, April 2012

"Divorce Planning for Couples", Advanced Investment Counsel, Univ of Chicago, Dec. 2010.
Keynote addresses, Delaware Treasurer's Conference, October 2010, 2011 & 2012

"Basic Divorce Taxation" & "Advanced Divorce Taxation", Association of Divorce Financial
Planners National Conference, New York, September 2010

"How the Recession Affects Women's Lives", Nat'l Conference of State Legislators, Dec. 2009

"Divorce and Taxes: Avoiding the Pitfalls", California Society of Tax Consultants, July 2009

"Recession and Divorce", California Society of CPAs, February 2009

"Tearing Apart the Tax Return", Int'l Certified Divorce Financial Analysts Conference, Feb 2009

"A Man Is Not a Financial Plan", Women's Council of Realtors National Conference, Oct. 2008

"Stock Options and Retirement in Divorce", Int'l Certified Divorce Specialists Coni, June 2008

"The Financial Aspects of Divorce", Second Saturday: What Women Need to Know About
Divorce, monthly divorce education program at MiraCosta College in Cardiff, CA