NEW YORK--(BUSINESS WIRE)--Source Financial Advisors today announced that Justin A. Reckers of Pacific Divorce Management, a leading San Diego divorce financial practice, is merging his separate advisory practice into Source Financial Advisors. Mr. Reckers will become Managing Partner of Source’s San Diego branch.
Michelle Smith is CEO of Smith Financial Strategies Group and is nationally recognized as one of North America’s top specialists in financial planning for individuals who are or have been involved in the divorce process. Her clients include many prominent ex-wives of leading CEOs.
Ms. Smith is also CEO of Source Financial Advisors, an independent RIA based in New York City. As a complement to Smith Financial’s thriving divorce financial practice, Source has a significant wealth management business. With the addition of Mr. Reckers, Source Financial Advisors now has a bi-coastal presence.
“I am thrilled to be partnering with Justin – a top divorce financial expert on the West Coast– to combine our efforts to fix the broken business model of divorce,” said Ms. Smith. “In the vast majority of cases, divorce is the largest financial transaction of our clients’ lives. We work with them before, during and after their divorces. Our mantra is ‘life changes; financial security should not’.”
According to Mr. Reckers, “Michelle is a leader in the divorce community, commanding respect from lawyers, judges and her clients. I am really looking forward to working with Michelle to expand our divorce practice nationwide. Our message is: if you’re considering a divorce, you have options. As your partner, we will help you reach an equitable solution and find clarity for your financial future.”
Mr. Reckers’ wealth management practice includes post-divorce financial planning for clients preparing for financial independence and planning for long-term financial success after divorce. He is highly trained in family law mediation and collaborative divorce.
Before joining Source, Mr. Reckers was Director of Financial Planning at Pacific Wealth Management and Chief Executive Officer of Pacific Divorce Management. He joined the companies in 2004.
A graduate of Ohio State University with a BA, Mr. Reckers has completed the Family Financial Management Program developed with the Certified Financial Planner Board of Standards.
He is an active member of the Financial Planning Association, the International Academy of Collaborative Professionals, the Association of Divorce Financial Planners, the Association of Family and Conciliation Courts and the American Bar Association. He is a former board member of the Institute for Divorce Financial Analysts Collaborative Practice California and the Collaborative Family Law Group of San Diego. He holds the FINRA Series 7 and 66 licenses and holds a Life and Disability Insurance license from the State of California. He is a CERTIFIED FINANCIAL PLANNER Practitioner and Certified Divorce Financial Analyst.
He serves as a trustee for the Pacific South Coast chapter of the National Multiple Sclerosis Society.
About Source Financial Advisors
Source Financial Advisors is an independent RIA formed in 2012, based in New York City. Named the 5th fastest growing firm in 2014 by Financial Advisor Magazine (http://www.fa-mag.com/userfiles/2014_FA_Issues/July_2014/RIA2014_OnlineV6.pdf ), Source Financial and its advisors have specialties in significant financial transactions and events in clients’ lives. Divorce is one of the key specialties of the firm, and Source Financial has a platform and infrastructure built for advisors interested in building a brand in a specialty niche business. Michelle Smith is a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst credential, and a Divorce Mediator. She is a veteran of Wall Street financial services firms, having spent over two decades as a financial advisor at Merrill Lynch, Paine Webber, and Wachovia Securities. Source Financial Advisors is a member of the Dynasty Financial Partners Network of Advisors. For more information, please visit www.sourcefa.com.
Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd, Albany, NY, 12211. Purshe Kaplan Sterling Investments and Source Financial Advisors, LLC are not affiliated companies.