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You are here: Home / CD-Texas Professionals / Patricia Barrett

Patricia Barrett

November 28, 2016 By CDTx Staff - sh

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
My Email
My Website
Lifetime Planning LLC
11410 Iberia Dr.
Houston
TX
77065
832-858-0099

Counties Served

Harris
Fort Bend
Montgomery
Liberty
Waller
Brazoria
Galveston
Chambers


https://www.lifetimeplanning.cc/

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

About CDTx Staff - sh

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The Collaborative Law Institute of Texas

d/b/a
Collaborative Divorce Texas

Proud Members of IACP

1400 Preston Road
Suite 400
Plano, TX 75093
(972) 386-0158

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