Joanna
Jadlow
, CPA, CFP, CDFA
Financial Professional
As a financial neutral, I help divorcing couples make educated financial decisions that are in the best interest of their family. I believe it is important for divorcing spouses to treat each other with respect and to focus on the future instead of the past.
Joanna Jadlow
RGT Wealth Advisors
5950 Sherry Ln
Ste 600
Dallas
TX
75225
(214) 360-7000
(214) 360-7012
Counties Served
Collin
Dallas
Denton
Tarrant
Licenses
CPA (OK-2001, transferred to TX-2006)
CFP (2005)
CDFA (2012)
Professional Activities
Collaborative Professionals of Dallas
International Academy of Collaborative Professionals
Institute for Divorce Financial Analysts
Financial Planning Association
American Institute of CPAs
Texas Society of CPAs
Collaborative Law Institute of Texas
Honors & Recognition
Oklahoma Society of CPAs Gold Medal: Highest score of first time candidates May 2001 Exam
Education
Undergraduate
BBA in Business Honors & Accounting
The University of Texas at Austin
2001
Honors:
Coca-Cola Scholar
Sommerfield Scholar for Academic Excellence
Dean's Award for Academic Excellence
State Farm Foundation Fellowship
Mortar Board
Orange Jackets
Graduate School
Masters in Professional Accounting (MPA)
The University of Texas at Austin
2001
Professional Training
2008 - Basic Collaborative Law, Janet Brumley
2009 - CLI-TX Interdisciplinary Collaborative Law
2009 - Taking the War Out of Our Words, Sharon Ellison
2010 - State Bar of Texas Collaborative Law Course
2011 - CLI-TX Advanced Collaborative Law
2012 - Between a Rock and a Hard Place: Strategies for Dealing with Difficult Clients and Difficult Cases, Chip Rose
2013 - State Bar of Texas Collaborative Law Course
