Over 25 Years of Making a Difference

• Lili is a fee only Certified Financial Planner™ professional, a Certified Divorce Financial Analyst®, and a Master Analyst in Financial Forensics™ (MAFF) with specialty in Matrimonial Litigation
• I am an independent Registered Investment Advisor
• Lili is qualified as a testifying expert in courts
• Lili is a book author and prolific writer
• Lili serves as President Emeritus of the Board of Directors of the national Association of Divorce Financial Planners and holds active memberships with the Financial Planning Association, the Connecticut Council of Non-Adversarial Divorce (CCND), CT Bar Association, New Haven County Bar Association, Fairfield County Bar Association, New York Association of Collaborative Professionals, Collaborative Divorce Team of Connecticut, Institute of Divorce Financial Analysts, and International Academy of Collaborative Professionals. She is also a founding member of the Collaborative Divorce Team of CT, and currently served as the Chair of the Finance Subcommittee of the New York County Law Association’s Family Law and Child Welfare Committee.

Lili’s Academic and Professional Credentials Include:

• B. A. cum laude in Economics and Political Science from Mount Holyoke College
• Masters in International Relations from Columbia University School of International and Public Affairs
• Graduate Certificate in International European Relations from the Paris Institute of Political Studies, Paris, France
• Executive Management Degree in International Investments Management from the Graduate School of Business at Stanford University and the London School of Business
• CFP Professional degree from the College of Financial Planning
• MAFF professional degree from National Association of Certified Valuators and Analysts (NACVA), specializing in matrimonial litigation

Honors and Awards:

• Best Wealth Protection Manager 2019 – Northeast USA
  Recognized Leader in Divorce Finance 2019
  Wealth & Money Management Award 2019
  From Wealth & Finance Intl for demonstrated expertise within a given field, dedication to customer service and commitment to excellence.
• Women’s Choice Award for Financial Advisors and Firms (since 2016), from Women Certified Inc., in recognition of being a leading advocate for female consumers
• Recipient of Five Star Wealth Manager Award (since 2010 ), in both Connecticut Magazine and Westchester Magazine
• 2019 CEO Today Business Women of the Year Award: worldwide designation based on achievement for recognized results achieved for clients, innovation in client care, products and services, new business model and strategy
• 2015, 2016, and 2017 Best Investing Firm in Greenwich, Connecticut by Wealth & Money Management Magazine
• 2019 Albert Nelson Marquis Lifetime Achievement Award Honoree from Marquis Who’s Who
• Who’s Who of American Women Directory and International Who’s Who every year since 2002
• 2015 Best Divorce Financial Planning Firm in Connecticut by Wealth & Money Management Magazine
• 2015 Canyon Ranch Inspiration award
• 2013 Pioneering Award from the national Association of Divorce Financial Planners for outstanding leadership and public advocacy in the field of divorce financial planning
• Gold Level Certificate, FPA Chapter Award program award from the Financial Planners Association in recognition of exemplary leadership and volunteer service, 2006
• Partners in Philanthropy award, Association of Professional Fundraisers, nominated by Yale New Haven Hospital, 2006
• The Institute of Divorce Financial Analysts’ Salute for outstanding performance as member CDFA, March, 2005, acknowledgment in Divorce Magazine
• Barbar Award, Yale-New Haven Children’s Hospital, recognition award for outstanding volunteer service and dedication, 1996
• Founder and President of Allie’s Dream, Inc., a nonprofit organization for young adults with developmental disabilities, www.AlliesDream.org