Advisor Details

Advisor Details

Financial Advisor in Greenwich, Connecticut

Personal Bio

Lili A. Vasileff is a fee only Certified Financial Planner (CFP®), Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, Certified Divorce Financial Analyst (CDFA®), and President of Wealth Protection Management based in Greenwich, CT. She is a trained mediator, collaborative financial specialist, and qualified litigation expert. She trains professonals in Collaborative Divorce and presents regularly at the New York City Bar Association. She is a nationally recognized expert practitioner, speaker, writer, and author of three books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”. Lili is the co-president of the national Association of Divorce Financial Planners (ADFP). Her awards include the prestigious 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women; CEO Today 2018 Business Woman of the Year Award; Five Star Wealth Manager Award for last 12 years, the Best Wealth Protection Manager 2019 - Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award. Her website is www.wealthprotectionmanagement.com.

Firm Name

Wealth Protection Management

Firm Bio

Wealth Protection Management is a private financial planning boutique and an independent Registered Investment Advisor. My wealth protection and investment management advisory services are fee only, hourly based and a percentage of assets under management. Meeting your unique needs through life’s transitions and the transfer of wealth is our only priority and privilege. Specific focus is divorce financial planning expertise and mediation. Author of 4 books on divorce, including "Money & Divorce: The Essential Roadmap to Mastering Financial Decisions" published by the American Bar Association

Firm SEC/CRD #

126072

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Advisor SEC/CRD #

126072

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    Disclaimer

    CONFIDENTIALITY NOTICE: The information in this message, and any files transmitted with it, is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. Please do not transmit orders or instructions regarding your account by e-mail. The information provided in this e-mail or any attachments is not an official transaction confirmation or account statement. For your protection, do not include account numbers, social security numbers, credit card numbers, passwords or other non-public information in your email. Because the information contained in this message may be privileged, confidential, proprietary or otherwise protected from disclosure, please notify us immediately by replying to this message and deleting it from your computer if you have received this communication in error. Thank you.

Contact:

2 Greenwich Office Park
Greenwich, Connecticut 06831

lili@wealthprotectionmanagement.com, lili@divorcematters.com

(203) 393-7200

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