The workshop will include presentations by highly qualified professionals.
Kimberly Surber, CFP®, CDFA®
Kim Surber has been a financial planner for the last 15 years. She is a recipient of the Women’s Choice Award for Financial Advisors from 2014-2016* and is founder of the Second Saturday Workshop here in Temecula/Murrieta. She received her Certified Divorce Financial Analyst® designation in 2014.
As someone who has also gone through the divorce process, she became passionate about helping others get through the financial side of divorce. There are a lot of financial decisions you are forced to make during a very traumatic time in your life. She can help show you how those decisions will impact you, not only now, but for decades to come! For more information on Kim, please see her website at www.kimberlysurber.com.
Nikii Baker has worked with the legal field for over 20 years. She was the head of the family law department for a law firm in San Clemente for seven years, before relocating to Menifee in 2001. Ms. Baker has worked for several law firms in the Inland Empire over the years. She has knowledge and was employed by general practice, family law, and civil litigation firms.
In 2011 Ms. Baker obtained her Legal Document Assistance license and began contracting with attorneys and preparing documents for the public. Much of her time has been spent helping her clients navigate the court system and mediate between the parties in an effort to find solutions that keep them out of the courts.
Ms. Baker is a certified family law mediator and has successfully worked with couples to resolve issues that arise due to divorce as well as help establish healthy co-parenting relationships.
Michelle has dedicated the past 7 years solely to family law. Known by her clients as an active listener and direct in her responses, Michelle is passionate about ensuring that her clients have the advice, strategy and representation necessary to navigate effectively through family law matters.
In addition to divorce, custody, visitation and support issues, she has been trained as minor’s counsel and in dependency law.
Real Estate Professionals
Cale Thomas has lived in the local area since 1982, when Temecula was named “Rancho California.” He has been a licensed Real Estate Sales Professional since 1998 and opened his own Brokerage/Became a Licensed Broker in 2007. Cale is a board member for the local Board of Realtors in Murrieta and has been active in real estate for over 20 years.
Divorce and Real Estate together can be a challenging path to navigate. Cale and his team have worked with many divorce sales in the past and have always found a way to guide the clients to a positive outcome. The clients have a single shot to get the details correct in a settlement, and Cale is here to ensure the proper steps are executed. His easy nature and professionalism are valued attributes, and his commitment to the success of his clients is unwavering.
DRE Lic# 01248699
Randy Van Orden
Randy Van Orden offers 26 years’ experience in the residential mortgage and Real estate investment financing industry. During his 26 years he has developed a deep understanding of not only the divorce process, but the sensitive nature that it is. He understands the importance of communicating to both parties and with their respective attorneys the process from start to finish. He has established his successful career through high levels of leadership and management throughout his tenure using a very “hands on” approach to achieve results. Randy has a reputation for astute use of resources putting his client’s needs at the forefront.
Having a wealth of technical expertise in loan workouts and credit repair administration, along with his enterprising approach and unique blend of experience, allows him to customize programs to clients individually by educating each client, making a positive impact on the outcome. Randy’s core beliefs drive him to deliver the best mortgage loan solutions for his client’s specific loan needs and life situation. A goal that is realized from start to finish each time and why Real Estate professionals trust him.
The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of a client survey through Advisor Impact. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.