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9524052000
chad@ajwfinancial.com
Chad Olson
AJW Financial, Inc.
3300 Edinborough Way, Suite 550, Edina, Minnesota, 55435


Bio

Chad is a Certified Financial PlannerTM practitioner and a Certified Divorce Financial Analyst® with over 12 years of experience in the financial services industry. He started his career in 2005 as an advisor for Ameriprise Financial. His core focus is as a neutral in collaborative divorce proceedings and mediation. People often meet with Chad after their attorney recommends him in the divorce process or even prior to retaining divorce counsel. His proven skills for creativity and ability to bring people together help clients find common financial ground in any circumstance. When clients are faced with a major life transition and many decisions, Chad delivers consistent guidance to help them move forward with a detailed and flexible financial plan. He acts as the facilitator of different financial options, whether it’s property division, cash flow decisions, tax projections or providing for minor children or other family support items. In the process, he builds trust with both clients and attorneys to come to a resolution that is interest-based as well as financially fair.

“I try to create a plan in which everyone can win as much as possible financially. It’s very gratifying at the end, especially when my clients can move forward with clarity.”

 

Business
Training
YearTraining TypeInstructorHours
2018 Promises & Challenges: Maintaining High Aspirations & Reasonable Expectations Ron Ousky, Attorney, Mediator 8.00
2017 Motivational Interviewing & Advanced Collaborative Training CLI Annual Forum 8.75
2017 Minnesota Child Support from Principal to Practicality Chip Rose 3.00
2016 Collaborating with Addiction CLI Annual Forum 7.00
2016 Crucial Conversations Training Ann Schaibley, J.D. 12.00
2015 Navigating Change: Working Through Stress and Building Resilience Through a Lifetime CLI Annual Forum 9.50
2013 Advanced Collaborative Practice and Mediation Chip Rose 9.00
2013 Working with High Conflict Clients Bill Eddy, LICSW, JD, CFLS 7.00
2012 Conflict Management and Teams Susan Gamache 9.00
2011 Advanced Interdisciplinary Training CLI Annual Meeting 5.00
2010 Advanced Interdisciplinary Training CLI Annual Meeting – Dave Matthews 4.00
2010 Neuroscience Tools & Techniques in Collaborative Practice Kimberly Faus & Hembree 5.00
2009 Domestic Violence Training CLI Annual Meeting 4.00
2009 Intermediate Disciplinary Training IACP Forum Mpls. 12.00
Areas of Practice

Collaborative Practice

Mediation

Financial Professional Services

  • Property division
  • Cash flow modeling and budget preparation
  • Projected cash flow evaluation based on various spousal maintenance and/or child support scenarios
  • Tax projections
  • Long-term/Retirement plan projections
  • Social Security optimization

 

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC.  .  Cetera is under separate ownership from any other named entity.Postgraduate Education: College of Financial Planning, 2014, CERTIFIED FINANCIAL PLANNERTM professional (CFP®) The Institute for Divorce Financial Analysts, 2008, Certified Divorce Analyst® (CDFA®)

Professional Licenses

• Certified Financial Planner™ professional (CFP®), 2013
• Certified Divorce Financial Analyst® (CDFA®), 2008
• Family Mediation Training, 2017
• MN Insurance License # IN-20569815, 2007
• Series 7, General Securities Representative, 2007
• Series 66, Uniform Combined State Law registration, 2007

Professional Activities

• Member, The Institute for Divorce Financial Analysts®
• Member, Collaborative Law Institute of Minnesota, 2013
• Member, International Academy of Collaborative Professionals, 2013

Members Area

Form page