Patricia Barrett, CFP, CDFA
Patricia
A
Barrett
, CFP, Mediator
Financial Professional
With over 16 years as a Certified Divorce Financial Analyst, Patricia has the skills and experience to provide services to the Collaborative clients. She has acted as a neutral in over 200 cases, some as Collaborative and many before being referred to attorney. She is a Certified Financial Planner
Patricia Barrett
Lifetime Planning LLC
11410 Iberia Dr.
Houston
TX
77065
832-858-0099
Counties Served
Harris
Fort Bend
Montgomery
Liberty
Waller
Brazoria
Galveston
Chambers
Licenses
Certified Financial Planner
Certified Divorce Financial Analyst
Mediator
Certifications
Credentialed Mediator - W.W. White at University of Houston School of Law
Professional Activities
Instructor at Manousso Mediation Advanced Family Training
Speaker for Guide to Good Divorce quarterly seminar
Class instructor at Leisure Learning - Divorce in Texas - What you Don't Know can Hurt you
Speaker for Financial Planning Association, "Money and Matrimony"
Speaker for Texas Association of Mediators, "Top Five Financial Issues in Divorce", What Family Mediators Need to Know
Presenter for Texas Association of Marriage & Family Therapists "Saving the Marriage with Comprehensive Planning or Cooperative Divorce"
Department manager, Woodway Financial Advisors Trust Co., Houston, TX
Top Five Financial Issues in Divorce, Texas Association of Mediators, 2016
Honors & Recognition
Vice President, Tower Oaks Garden Club 2016
Top Female Scrabble Player in Texas for 30 years and in U.S. for 10
Volunteer for Financial Mentors of America
Education
Undergraduate
Bachelor of Arts
Abilene Christian Unviversity
Professional Training
College of Financial Planning, Denver, CO
A. A. White Advanced Family Mediation Training
A. A. White Mediation training
N. Y. Institute ofFinance, Series 7 Registered Securities License training
College for Divorce Financial Analysts, Southfield, MI
