Kelly Deis
1016 Alexander Pl NE
Bainbridge Island, Washington 98110
United States
Bainbridge Island, Washington 98110
United States
Office Phone: 415-847-4808
LinkedIn: https://www.linkedin.com/in/kellydeis/
Member since 2015
Membership Type: IACP
Profession(s)
Financial ProfessionalMy clients span the range - from simple to complex asset, investment, and business entanglements, who seek financial clarity and sound advice in navigating the complicated waters of a financial separation. I help individuals and couples complete this transition with integrity and sound financial decisions.
Area(s) of Practice: Financial neutral in collaborative cases, mediator in amicable divorces, and expert witness in litigated cases supporting individuals and couples in developing durable financial settlements. Services also include pension valuations, apportionment of RSUs, account tracings, income verification and business valuations.
License(s): n/a
Undergraduate Education
MSME, Duke University, BS in Mechanical Engineering
Postgraduate Education
MBA, The Wharton School of the University of Pennsylvania
Professional Education
CDFA, Certified Divorce financial Analyst
CVA, Certified Valuation Analyst