This post was contributed by a community member. The views expressed here are the author's own.

Neighbor News

Lilley earns Certified Divorce Financial Analyst® designation

Serving clients who need divorce financial planning

Vicki Lilley, CDFA®, BFA, FIC
Vicki Lilley, CDFA®, BFA, FIC

NEWS RELEASE

Contacts:

Victoria Lilley, Victoria.lilley@thrivent.com, 267-347-3477

Find out what's happening in Doylestownfor free with the latest updates from Patch.

Samantha Mehrotra, samantha.mehrotra@thrivent.com, 612-844-4197

Thrivent’s Lilley earns Certified Divorce Financial Analyst® designation

PERKASIE, PA (Feb 2, 2023) – Vicki Lilley, Financial Advisor with Thrivent, a diversified financial services organization, recently earned the Certified Divorce Financial Analyst® (CDFA®) designation granted by the Institute for Divorce Financial Analysts.

Find out what's happening in Doylestownfor free with the latest updates from Patch.

The CDFA® program is designed to provide financial professionals with specific knowledge on the financial aspects of divorce. Topics covered include separate/marital property, retirement plans and pensions, spousal and child support fundamentals, related tax issues, and more. To receive the CDFA® designation, candidates must successfully complete the CDFA® education program and meet experience requirements. Continuing education requirements to maintain the CDFA® designation must be satisfied every two years.1

“As a Certified Divorce Financial Analyst®, I’m able to support my clients while they navigate a challenging life transition that can have real implications on their financial situations,” said Lilley. “My goal is to provide guidance and equip them with the right strategies as they make important financial decisions. Ultimately, I want my clients to feel they have what they need to continue to live a life full of meaning and gratitude.”

Lilley serves clients virtually and in Perkasie, PA as part of Thrivent’s Redtail Financial Group. https://connect.thrivent.com/v...

As a holistic financial services organization, Thrivent helps clients achieve financial clarity, enabling lives full of meaning and gratitude. Through offering advice, investments, insurance, banking and generosity programs and solutions, our financial professionals help people make the most of all they’ve been given.

1The Institution for Divorce Financial Analysts: https://institutedfa.com/about-cdfa-course/

About Thrivent

Thrivent is a diversified financial services organization that helps people achieve financial clarity, enabling lives full of meaning and gratitude. Thrivent and its subsidiary and affiliate companies serve more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs over the phone, online as well as through financial professionals and independent agents nationwide. Thrivent is a Fortune 500 company with $189 billion in assets under management/advisement (as of 12/31/21). Thrivent carries an A++ (Superior) rating from AM Best, a credit rating agency; this is the highest of the agency’s 13 rating categories and was affirmed in June of 2021. Rating based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For more information, visit

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

# # #

3581404.3

The views expressed in this post are the author's own. Want to post on Patch?