Ted Moorhead - RBC Wealth Management

Working with a CDFA® professional

When going through a divorce, you’re going through significant life change. And, the change may affect your individual wealth.

As a Certified Divorce Financial Analyst® professional, I have the skills to help you negotiate the financial issues of divorce. I can work with your attorney to analyze data and plan for the following wealth planning items that may occur in your divorce settlement:

Division of property
Review of pension and/or retirement plans

Including me early in the process may help provide you with a clearer picture of your financial future, allowing you and your attorney to move more quickly through the proceedings.

Plus, as the settlement is finalized, I can help you develop your own personal wealth plan with the following goals:

Set new retirement objectives
Determine new financial goals
Create a new lifestyle budget based on an updated risk assessment

My goal is to help you through this difficult journey by providing you with the knowledge you need to make educated financial decisions designed to protect you both now and in your future.

Upcoming Events
Previous Events

Divorce Planning Workshop

Jun 11, 2025 11:30 AM Pacific Daylight Time - Dec 10, 2025 09:30 AM Pacific Standard Time
99 Almaden BLVD Suite 300 San Jose, CA , 95113

Please Join us from 11:30 am to 1:00 pm Second Wednesday of each month.Upcoming Event on 06/11/2025.

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Jen Maneatis

Wealth Strategist

Jen serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Jen partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Working with a CDFA®