Greater San Diego Business Association
-
Karen Mendez, CDFA tm
- Female
- Encinitas, CA
- United States
Karen Mendez, CDFA tm's Events
Karen Mendez, CDFA tm's Page
Profile Information
- Are you currently a paid GSDBA Member?
- Yes
- I am joining as (choose one)
- Current GSDBA Member
- Business Name
- Mendez Divorce Financial Strategies
- Business Category
- Certified Divorce Financial Analyst & Wealth Manager
- Phone Number
- 858-292-7354
- Mailing address
- 319 Rancho Santa Fe Rd
- State
- Ca
- City
- Encinitas
- Zipcode
- 92024
- Website
- http://karenmendez.com
- Email Address
- karen@karenmendez.com
- Description of services
- http://www.youtube.com/watch?v=QWQkk2dDESU&feature=player_embedded
Personal experience made me realize all marriages and domestic partnerships end due to divorce or death and I decided to help others prepare for either outcome by providing financial guidance. I serve the LGBT and non-LGBT community.
I am a Certified Divorce Financial Analyst, tm (CDFA)dedicated to providing financial stability, hope and a clear way forward. I want clients to start over smart and I help them use their money to create happiness in their lives despite life changing events such as divorce, RDP dissolution or widowhood.
My philosophy is that while such experiences can be debilitating if clients focus on how to best use their resources they can realize although life is different than it was before; it can be better.
Following my divorce & the loss of my father shortly after I became unmoored from the life I knew and was now in a circumstance that created uncertainty. Clarity came when I saw “Sliding Doors” with Gwyneth Paltrow where a woman gets fired from her job and heads home on the subway. As she reaches the subway doors the movie takes two different turns; in one scenario she makes the train and in the other she misses it. Her life ends up changing drastically as a result of one change of event. It dawned on me that this is true in life and I could create hope and opportunity out of my disappointment and despair by realizing how important decisions can be and all of the choices I had.
I help attorneys; mediators, individuals and couples, navigate the financial morass of divorce and widowhood. My expertise lies in understanding the special tax and financial issues that can plague divorce and I work to help clients get their financial fair share and equitable settlements. I provide financial analysis, projections and strategies so clients can make appropriate decisions. I strive to help clients avoid having long-term regret over decisions made early on in divorce and widowhood and I am here to help assure they make the right decisions to be financially secure in the new phase of their life.
I am UCLA educated and attribute my success to turning fear and uncertainty into hope and clarity; controlling what can be controlled; understanding that change allows for opportunities that did not exist earlier and that I would rather be happy than right.
The spectrum of financial, investment and insurance services I offer, address clients’ complete financial picture and long-term needs before, during and after marriage.
I am currently writing a book entitled, “To Have and To Hold Onto Your Financial Fair Share: Financial Decision Making When Marriage Ends in Divorce or Death.”
Latest Activity
Karen Mendez, CDFA tm updated their profile
Karen Mendez, CDFA tm is attending GSDBA's event
GSDBA Business Women's SpeakEasy Mixer at The Cosmopolitan Restaurant & Hotel
June 13, 2013 from 6pm to 8pm
GSDBA Presents a Special Women's Networking EventYour Night - Your Space - Your VoiceHosted by the Cosmopolitan Hotel & RestaurantSponsored by Fertility Specialists Medical Group Featuring Music from Sweet Sue (Sue Palmer) & Her Syncopaters Special themed cocktails and wonderful appetizers await behind the secret door. Great giveaway prizes!at Old Town State…See More
Karen Mendez, CDFA tm might attend GSDBA's event
Fall Rooftop Mixer at Lounge Six at Hotel Solamar
October 24, 2012 from 6pm to 8pm
Join us for this FREE Fall Mixer @ LOUNGEsix in the Hotel SolamarLOUNGEsix was created in 2005 as the premier San Diego rooftop lounge in the Gaslamp Quarter. Located atop Solamar Terrace, it is the ideal leisure retreat day or night. Providing an intimate gathering space with lush, tropical greenery, cozy fire pits reflecting the city skyline and plush seating areas, locals and travelers mingle in good company. This event is free courtesy of…See More
Karen Mendez, CDFA tm is attending GSDBA's event
Wednesday Morning BNG Mixer at Babycakes
November 1, 2012 from 5:30pm to 7pm
Please join the GSDBA's original business networking group for a happy-hour networking mixer to connect with other professionals!Contact info: christine@bargerlawgroup.comSee More
Karen Mendez, CDFA tm is attending GSDBA's event
Bankers Hill BNG Mixer at Donavan's Steak & Chop House
October 29, 2012 from 6pm to 8pm
Please join the Thursday Bankers Hill BNG for relaxing evening of networking and socializing at Donavan's Steak & Chop House.Free appetizers will be provided.Drink Specials. Cash bar.See More
Karen Mendez, CDFA tm is attending GSDBA's event
GSDBA Mutt Mixer at Mission Brewery
August 16, 2012 from 6pm to 8pm
GSDBA & The Honest Kitchen, Mission Brewery present theMUTT MIXERPeople | Pups | PintsJoin us for a casual, summertime mixer and bring your dog if you like!This is a FREE event courtesy of San Diego Biz Law Hosted by…See More
Karen Mendez, CDFA tm might attend GSDBA's event
GSDBA Workshop - Creating an Effective Directory Ad at Scottish Rite Event Center
August 2, 2012 from 5:30pm to 7:30pm
brought to you by GSDBA and the Marketing Affinity Group (MAG) with special guest presenter, Nancy Fredericks of SalesLink Learn valuable tips from industry experts to maximize your GSDBA advertising dollars. This interactive workshop is led by creative professionals in the industry and will focus on how to create an effective ad for print advertising, with a focus on:Creating a focused message in your adLearn the basics of advertising designGetting maximum impact from your adProducing an ad…See More
Karen Mendez, CDFA tm is attending GSDBA's event
GSDBA La Mesa BNG Summertime Networking Mixer at Gingham
August 6, 2012 from 6pm to 9pm
FREE Mixer - Presented by the La Mesa BNGBITES 4 FRIED PICKLES whiskey sour 5 “B.L.T.” FRIES baconaise, kale, smoked tomato jam 5 “HORNY” DEVIL EGGS angry bacon 8 CHICKEN DRUMETTES buffalo and blue cheese 9 STUFFED PIQUILLO PEPPERS pulled pork, baconaise pecorino 9 BAKED BRIE fig jam and baguette 10 SMOKED SALMON CHIPS potato, chipotle gribiche red onion, caper BEVERAGES 7 craft draught beer 7 GINGHAMʼS featured white or red 9 infusions 10 snake oil cocktail co.See More
Karen Mendez, CDFA tm posted a status
"Tip # 2 has been published - check it out.
http://ning.it/IAiPmB"
Karen Mendez, CDFA tm posted a status
"My article Surviving Financially After Divorce Tip #1 has been published; check it out and provide some feedback http://ning.it/GO7Pyx"
Karen Mendez, CDFA tm is attending GSDBA's event
GSDBA Poolside Mod Mixer at The Pearl Hotel
April 17, 2012 from 5:30pm to 7:30pm
Calling all wild and crazy cats.It’s time to get your mod 60’s groove on at the ultra hip and crazy cool vintage boutique hotel, The Pearl in beautiful Point Loma. …See More
Karen Mendez, CDFA tm is attending GSDBA's event
Selling For The Non-Sales Person at Scottish Rite Event Center
March 29, 2012 from 9am to 11am
Presented by Ann marie Houghtailing, The Houghtailing GroupMost people do not identify as a sales person, and yet selling your product or service is fundamental to your sustainability. This workshop will redefine your relationship with selling and increase productivity through meaningful changes in your approach and behavior. Selling can be an elegant and highly valued process that deepens your relationships with clients. If the very idea of selling has you running in the opposite direction -…See More
Karen Mendez, CDFA tm joined Christine Ellingsen's group
Wednesday Morning BNG
The Wednesday morning BNG is the GSDBA's oldest continuous network and meets weekly at 8:00am at Mimi's Cafe. The group offers a collaborative environment for professionals to network, refer business, and help others succeed in their respective businesses.Please contact our facilitator, Robert H. Lynn, at 619.233.9464 for more information.See More
Karen Mendez, CDFA tm's Photos
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