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James D. Dickey, CFP® CDFA™

James D. Dickey

INTRODUCTION/GENERAL COMMENTS/PERSONALS GOALS FOR INVOLVEMENT IN COLLABORATIVE FAMILY LAW CASES:

I strive to help families navigate through the difficult process with ending a marriage. My goal is to help educated clients to understand the financial impacts (short & long-term) to settlement options, and to empower them to make informed confident decisions.

FIELDS OF PROFESSIONAL PRACTICE:

Divorce planning, Financial planning, Asset management, Estate Planning, Insurance planning, and Income planning for retirees.

PROFESSIONAL LICENSES:

CFP® CDFA™
Series 7, 63, 65, and 24 license
Insurance license in the state of Ohio and Florida for Life and Health.

PROFESSIONAL EDUCATION:

Certified Financial Planner
Certified Divorce Financial Analyst

UNDERGRADUATE EDUCATION:

The Ohio State University, B.S. in Family Financial Planning, with a minor in Economics

COLLABORATIVE PRACTICE GROUP MEMBERSHIPS:

Central Ohio Academy of Collaborative Divorce Professionals, January 2014

PROFESSIONAL EXPERIENCE/ACTIVITIES:

Member of the Financial Planning Association.
Member of the Institute for Divorce Financial Analysts
NatCity Investments: Financial Advisor June 1999- April 2009
Ameriprise Financial: Financial Advisor May 2009-April 2014
SeaCrest Wealth Management: Financial Advisor May 2014 - present

PERSONAL INTERESTS/ACTIVITIES:

Environmental preservation, gardening, athletics (triathlete), and living a healthy lifestyle through nutrition and stress reduction.

COLLABORATIVE PRACTICE AND RELATED SKILLS TRAINING

Introductory Collaborative Interdisciplinary Team Training: 12/11/13 Amy Wirtz, 13 hours
Advanced Collaborative Skills: 09/11/2014, COACDP 4 hours
In the process of completing the 12 hours of mediation training in 2015

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