Close

Meet Our Trusted Partners

David Smith

Services Offered: CDFA and Collaborative Divorce

States I Serve: National

Learn More About David Smith

David Smith, CDFA®, CQS™, ChFC®, CASL®, D.M.D., Ret LtCol USAF, and owner of Sand Oak Divorce Solutions LLC, has 15 years of diverse experience as a financial professional, and has experienced his own divorce. He is equipped with unique skills as a Certified Divorce Financial Analyst®, Certified QDRO Specialist™, Chartered Financial Consultant®, Holistic Financial Organizer and Coordinator, and retired military dental officer. He was awarded his D.M.D. degree from the University of Alabama School of Dentistry in 1982 and will help you answer all the financial questions related to your divorce - whether military or otherwise. David also holds his Series 7 and Series 66 securities licenses, along with his Florida 2-15 license as a life, health and variable annuity agent. He is focused on assisting his clients through education, to understand and resolve the financial issues of their divorce. David provides hourly or flat fee based divorce specific advice and support throughout the entire process, and while assisting with your divorce he will not try to sell you any financial products, nor will he be compensated on commission. In his spare time, David enjoys early morning walks, and listening to podcasts, along with composting and recyling everything he possibly can. He also is the Facilitator and Coordinator for the local Laundry Love ministry, hosted every month alternately by Holy Nativity Episcopal Church and St. Andrew's Episcopal Church. Ensure your short and long-term financial security before your Marital Settlement Agreement is finalized. Build your confidence in your future with a vision, focus and direction, and concentrate on moving forward. Protect yourself and your family, and understand all your settlement options that are available. Seek out the expertise of a Divorce Financial Specialist and Certified Divorce Financial Analyst®. Divorce is intimidating - especially when it comes to money. As you approach divorce, you want certainty that you’ve done everything you can to secure your financial future. 

Certifications and Licenses

CDFA®, CQS™, ChFC®, CASL®, D.M.D., Ret LtCol USAF

Payments I Accept

  • I offer flat-fee services
  • I don't charge for initial consultations
  • Clients must provide a retainer
  • Clients can pay as they go