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Cathy Daigle

320 Oregon St.
Santa Cruz, California 95060
United States
Office Phone: 408-354-9354
cathydb123@gmail.com
Member since 2004
Membership Type: Emeritus (non-practicing)

Profession(s)

Financial Professional

As a Collaborative financial practitioner, I’ve been committed to helping divorcing couples reach durable financial agreements. As a practitioner and Collaborative trainer, I enjoyed the ongoing education that this profession demands. The reward is when families co-create their agreement in a respectful manner; for the family by the family.
Area(s) of Practice: Retired Financial Specialist
License(s): CFP

Professional Activities

Collaborative Practice Trainer IACP Board member (2015 - 2017) IACP Training Advisory Committee Co-Chair/Chair (2015-2016) IACP Standards Committee member (2003-2006) (2017 -Present) ~Officer-Collaborative Practice Silicon Valley (2000-2005, 2007-Present) ~CPSV - Mentoring Committee Co-Chair (2015-present) ~Association of Divorce Financial Planners ~Collaborative Practice California - CPCal ~Institute of Divorce Financial Analysts ~Santa Clara County Bar Association ~Treasurer, Santa Cruz Downtown Toastmasters (June, 2014 - July, 2015)

Undergraduate Education

BS Finance and Ecomonics. San Jose State University 1990.

Professional Education

CFP - Certified Financial Planner 1996
CDFA - Certified Divorce Financial Analyst 1997

Comments

Early involvement of a financial professional in Collaborative Divorce has resulted in couples reaching durable financial agreements. As a member of the Collaborative team, the cdfa’s work helps couples have difficult money conversations in a 'safe' place while educating them as they make more informed financial decisions. Financial practitioners are making a difference in how families make decisions during divorce and how they rebuild finances after divorce.