Fee-Only Financial Planning
Tel: (858)-485-0814 |
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Education
Long Island University School of Professional Accountancy, MS Accounting (Honors)
College of the City of New York, Bachelor of Arts
Certifications
Certified Financial Planner
Certified Divorce Financial Analyst
Securities Licenses – all major licenses
Practice Specialties
Divorce Financial Planning and Analysis
Employee Stock Option Strategies and Analysis
Financial Planning for the Closely Held Business owner
Membership & Honors
San Diego Chapter Financial Planning Association
International Academy of Collaborative Professionals
Institute of Divorce Financial Analysts
Collaborative Family Law Group of San Diego
Lawyers Club of San Diego
San Diego Children’s Hospital Foundation Estates and Trusts Committee
Jewish Community Foundation Trusts and Estates Council
Relevant Experience
With over 25 years of experience in financial services, Thea brings a wealth of knowledge in comprehensive financial planning, investment advising, retirement plans, estate planning, charitable giving, investment management for non-profit organizations, mortgage financing, and tax advantaged investing. She possesses specialized expertise in the areas of financial advising for divorcing individuals, exercise strategies and valuation of employee stock options and restricted stock for executives and highly concentrated stock positions.
General Comments
Thea Glazer is a Certifed Financial Planner™ and a Certified Divorce Financial Analyst™. She holds an MS in Accounting and is trained in Collaborative Divorce.
For over 20 years, Thea has been providing financial planning advice to a diverse array of individuals. Her focus has been to guide her clients through life transitions that involve financial change.
Thea brings a wealth of knowledge in comprehensive financial planning, divorce financial advising, retirement plans, estate planning, charitable giving, mortgage financing, domestic partnerships and investment advising. She possesses specialized expertise in the areas of business valuations, exercise strategies and valuation of employee stock options and restricted stock for executives and highly concentrated stock positions.
An active member of her professional community, Thea is a member of the boards of directors of The Parkinson’s Disease Association of San Diego and the San Diego Collaborative Family Law Group, a member of The Financial Planning Association, the San Diego Bar Association, Rady Children’s Hospital Estates and Trusts Committee and The Jewish Community Foundation Trusts and Estates Council.
She has had numerous articles published and was a participant expert in USA Today’s Couples and Money series.
