Kerry Shiels
CDFA and Financial Planning
Learn More About Kerry Shiels
Kerry helps clients navigate one of life's most significant financial transitions with compassion, confidence, and clarity. As a Certified Divorce Financial Analyst (CDFA), she works alongside individuals and couples to help them understand their financial options to make informed decisions about their future.With more than 15 years of experience as a business owner, Chief Financial Officer, consultant, and CDFA, Kerry brings deep expertise in financial analysis, cash flow management, taxes, and strategic decision-making. She has built her career by simplifying complex issues and creatively developing practical solutions tailored to each client's unique circumstances.
Kerry believes that financial information should be empowering, not overwhelming. She takes a collaborative approach to helping clients evaluate settlement options, understand the long-term impact of financial decisions, and prepare for life after divorce. Her goal is to replace uncertainty with clarity, giving clients the confidence to move forward with a solid financial foundation.
Certifications and Licenses
Kerry earned a degree in mechanical engineering from Northwestern University and a Masters of Science from University of California, Davis. She is a Certified Divorce Financial Analyst.Payments
I don't charge for initial consults
I provide flat-fee services