Ep: 22.24 - Marc Meglio, CDLP® with Financial Expert, Janet Rhodes Friedman, CFP®, CDFA®, MBA

Tune in to the newest episode of the Divorce Podcast by the Divorce Lending Association! Host Marc Meglio, CDLP®, sits down with financial expert Janet Rhodes Friedman, CFP®, CDFA®, MBA, to discuss bridging the gap between financial literacy and divorce. 

More about Janet:
As Senior Financial Advisor and Certified Financial Planner® (CFP®)with Financial Planning Solutions, LLC, I guide individuals and families to visualize their financial and other life goals, help them understand their finances, and provide planning to realize their goals.  I educate clients about many areas of finance, including saving and investing for retirement and other goals, budgets and cash flow management, college funding for children, tax planning, and more.  I especially enjoy working with women with limited financial literacy or considering divorce.  I became a CDFA® (Certified Divorce Financial Analyst®) to better serve this niche.  

 My story began in my hometown of Pittsburgh.  Before marriage, my mother was an assistant to a member of the Mellon family.  She loved the world of investing and finance.  When widowed at 39 with three children under age 10, she went back to work.  She subscribed to the Wall Street Journal, Forbes and Barron’s - not common for women in the 1970’s.  She actively participated in an investment club and inspired me to pursue a career in financial services.  

 After graduation from Duke, I joined a bank management training program in Atlanta (only the 2nd year women were hired).  My four years included credit analysis training, manager of market research and lending to mid-size businesses in South Carolina and southern Georgia, a challenge for a “Yankee” woman. I then earned my MBA at the Tuck School of Business at Dartmouth, followed by three years with KPMG as Consultant to the Chair of the National Financial Services consulting practice, then eight years with Fidelity Investments as a Vice President in the institutional side of the business.  

 While I enjoyed working with large corporations and banks, I needed more psychic satisfaction from my work.  I realized working directly with families and individuals could better meet that need.  I completed the self-study CFP® program and obtained my CFP® designation during my “work at home with two young children” phase.  I have now been a financial planner and investment advisor since 2009, and have been with Financial Planning Solutions since 2022.

617-630-4978
https://planwithfps.com/

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