Frederick J. Harkins Earns Certified Divorce Financial Analyst Designation (CDFA)

PROVIDENCE, RI – Harkins Wealth Management, LLC has announced that Frederick J. Harkins, MSFP, AAMS®, CRPC®, CDFA recently completed a specialized educational program in professional divorce financial analysis and is now a Certified Divorce Financial Analyst (CDFA). Harkins Wealth Management is dedicated to serving individuals, families, business owners, and non-profits by offering advice, retirement income planning and comprehensive financial planning* that seeks to address individual goals and objectives.

The CDFA certification is issued by the Institute for Divorce Financial Analysts. IDFA™ trains professional financial planners, accountants, and lawyers to help determine the financial needs and possible outcomes for couples going through or after a divorce.

As a CDFA, Rick is trained to provide financial information and assistance to people in divorce to include evaluating the implications of dividing property and the settlement options for dividing pensions, retirement plans, marital property, and awarding of child and spousal support. Rick also has access to specialized software to develop informational reports to better communicate the financial information to the divorcing couples, attorneys, courts, and mediators.

At Harkins Wealth Management, LLC Rick is the Managing Principal and a Wealth Management Advisor.  He has worked in the financial services industry serving individual investors, business owners, corporations and nonprofit organizations for over 20 years. Rick holds a B.S. in Organizational Behavior & Management from Brown University and a Master of Science degree in Financial Planning (MSFP) from Bentley University.

Harkins Wealth Management is a firm that offers wealth management and financial planning services.  Our mission is to be your most trusted advisor through our professional knowledge, a close working relationship that builds on-going trust, and our personalized service based on your needs. Our firm was founded on core values: trust, loyalty, hard work and communication. When we manage your finances, you receive all this and more. We call it True Balance: Life. Money. Balance Both.

*Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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