Julianne Lepo, CDFA

4476 Main Street, Suite 204-C, Amherst, New York 14226, United States

About

The mission of Turning Tides Financial LLC is to deliver a personalized wealth management approach in helping individuals navigate life-changing periods of transition, such as retirement, divorce, loss of a spouse, and insurance planning.

With over 25 years of experience in wealth management, Julianne Lepo, CDFA®, is the CEO of Turning Tides Financial LLC. As a financial coach and advisor, Julianne takes a personalized, multi-faceted approach in helping individuals navigate the many financial challenges that come with life’s major transitions, such as divorce, retirement, or loss of a spouse. Julianne has worked with hundreds of individuals on all areas of financial planning, with a focus on helping others feel financially aware and empowered to make smart choices that result in financial clarity and stability.

Concentrating much of her practice on divorce financial planning, Julianne firmly believes that an emotional crisis does not need to be a financial crisis. After personally experiencing the financial and emotional burdens of divorce from a 20-year marriage, Julianne is especially empathetic to others going through similar struggles. She often collaborates with other divorce professionals on behalf of her clients, working closely with attorneys and mediators on providing financial analysis, investment strategies, and personal financial management.

Julianne is a member of New York State Dispute Resolution and the Institute of Divorce Financial Analysts (IDFA), a leading national organization dedicated to the advancement of financial professionals in the divorce arena.

What is a Certified Divorce Financial Analyst?

A financial professional who has advanced license designation specific to the arena of divorce.

As CDFA® I will help you to navigate the financial intricacies of divorce. My services encompass but are not limited to:

Educating you on current & future Budgets
Advocating in Negotiations
Providing a Financial road map
Preparing current and future Asset analysis

Contact:
4476 Main Street, Suite 204-C, Amherst, New York 14226, United States
Features:
  • Wealth Management
  • CDFA
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Contact
4476 Main Street, Suite 204-C, Amherst, New York 14226, United States
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Additional Locations

4201 North Buffalo Rd, Orchard Park, New York 14127, United States
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