DTP Events - Event View

Welcome to DTP: Irvine, CA
PLEASE NOTE: THIS MEETING IS ON ZOOM

Making Divorce Just a Little Bit Easier™

We believe that this can be accomplished by bringing together amazing
professionals all of whom have expertise in the divorce landscape and all of 
whom understand what it means to collaborate.

At each chapter meeting we bring you a top-notch speaker or program,
providing on-going education, and an opportunity to network and
collaborate with some of the best divorce professionals in your community.
Our meetings are typically an hour. We respect that you are a busy
professional and are sure to provide a compelling, productive meeting, the
ultimate results of which will meet our goal of supporting folks as they go
through divorce and in growing your business, concurrently.

This event is completely free to all FIRST-TIME attendees. It is an
opportunity to learn more about the Divorce Transition Professionals. If
you are a professional with divorce expertise, please check us out.

There is nothing like DTP!

This Month's Program



Bryan Bergman

Bryan Bergman is an innovative and forward-thinking business and deal making attorney based out of Agoura Hills, California.

Bryan thrives at solving complex business problems. Leaning on nearly two decades of strategic experience and legal expertise, Bryan supports businesses and individuals at all stages of their journey. He offers creative deal making and win-win solutions to challenging conflicts, growth inflection points, and asset and business divisions. Whether helping small startups monetize their services, mature businesses protect their large operations, or divorcing couples navigate the business complexities of their dissolution, Bryan excels at delivering tailored solutions to meet his clients’ needs.

 

DTP Irvine, CA - Chapter Leader


        Suzanne Muniz

As a Certified Financial Planner™ professional with 19 years’ experience in banking and investments, I have been obsessed with saving, budgeting and investing most of my life. But I’ve also made my share of mistakes.

Growing up in Ohio, I got excited adding to my piggy bank whenever Aunt Ann sent me a dollar from her bingo winnings. While other pre-schoolers were playing Candyland, I was bugging Uncle Dave to play Finance, a board game like Monopoly. Initially I identified the bills by color, but I learned to count those twenties and fifties like a boss! My dad even taught me how to calculate overtime pay after he worked a few extra hours on a Saturday morning.

I graduated with a BA in German and a minor in Business Management from Kent State University, and then worked in retail for a year, where — despite my passion for saving — I managed to get into debt of a few thousand dollars. This debt racked up monthly interest charges that negated the employee discount I received.

In 2000, I got a job as a bank teller with Sky Financial Group (now part of Huntington Bancshares Incorporated) and worked diligently over the next year to pay off that debt. When I finally became debt-free, I cut up my store card for good!

I continued working my way up through Sky’s various divisions, eventually becoming a securities trader, while diligently saving my own money with a 401k and Roth IRAs.

Then I married and moved to southern California, one of the most expensive areas in the country. Even though I was now an investment associate with Comerica Bank’s Wealth and Institutional Management group, I once again ran into money troubles. My biggest mistake was agreeing with my husband to withdraw the down payment from my Roth IRA to cover the cost of a foreclosed home.

But I continued putting funds into my retirement, and when I eventually walked away from the marriage, I had most of my accounts intact, a nice savings account thanks to a bump in the housing market, and a new job as a Private Wealth Analyst at City National Bank in Irvine.

Around that same time, I pursued my CFP® certification, and in 2017 I passed the exam that over a third of participants fail. I also became a FINRA compliance analyst, supervising the investment activity of 85 Private Banking colleagues at City National Bank.

It was then that I realized how much I enjoy talking about money with people. Conversing with strangers about their 401ks and stock indices while commuting on the train energized me. Helping my friend figure out how to sign up for automatic contributions into her Health Savings Account was much more exciting than talking to colleagues about FINRA compliance.

Now I am a full-time financial coach, helping others learn how to save and manage their finances and to avoid the pitfalls I have experienced myself. My mission is to teach people to build their nest eggs so they can afford to leave their cubicles and start a business, travel, retire early or simply fulfill their life purpose — just as I have done.

Neil Palache
The Wealth Creator Company For Women

Phone: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.