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 2nd 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.
Wanda J. Greene, Esq.
Wanda J. Greene is a graduate of California State University, San Bernardino where she received a Bachelor of Arts Degree in Business Administration with an Accounting Concentration in 1978. In 1992, she decided to pursue a second career in the legal field and received a Bachelor of Science Degree in Laws in 1996 and a Juris Doctorate Degree in 1997. Ms. Greene is currently pursuing a Master of Law Degree (LLM) in Taxation and has completed the requirements for receipt of her license as a Certified Public Accountant.
Ms. Greene was previously employed by the San Bernardino County Superintendent of Schools as its Business Manager for 17 years. Prior to employment in that capacity, she served for 7 years as an Internal Auditor, Fraud Investigator and Forensic Accountant for the now defunct, Pacific Federal Saving and Loan Association.
After being sworn in as a member of the California State Bar in 2002, Ms. Greene was employed by two law firms before deciding to open her own practice in 2006. The Law Offices of Wanda J. Greene is located in the heart of historic downtown Redlands, California. The firm represents clients in matters involving Family Law, Dissolution of Marriage, Divorce, Child Custody and Visitation, Child Support, Spousal Support, Enforcement of Child Support Orders, Step-Parent Adoptions, Juvenile Dependency (CPS) Cases, Civil Litigation and select tax matters. Ms. Greene’s focus is on representing her clients with professional, ethical, caring and highly personalized attention.
Ms. Greene is a member of the California State Bar, Family Law Division, the San Bernardino County Bar Association and the Riverside County Bar Association.
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 which 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.
Rosie Fox has been a certified Drug and Alcohol Counselor II for the past 28 years in Southern California. She has worked with Individuals and their families in both individual sessions as well as group settings. She has concentrated her work on Grief and Loss in addiction. She received her Bachelors of psychology in 1991. In addition to working with clients in grief and loss for the past 9 years at the addiction center, Rosie has gone on to acquire a certification as Grief Specialist in 2013 with “The Grief Recovery Program.” This program has given her more valuable tools to help her grieving clients in all areas of their lives. Rosie also has been trained in “Horse Assistant Therapy” that uses Horses in helping clients through their grieving process.
Rosie has the heart to help the whole family, especially the children who are affected by divorce. It is her belief that by helping the parents process all their feelings from the divorce, then the parents can help the children process and make sense of the change in their lives as well.
Kathy has lived in Murrieta since 2000. She joined the Woman’s Divorce Workshop team (known as Second Saturday) in May of 2017. As a Realtor and single Mom having gone through a Divorce herself she felt she had a lot to offer the group. Kathy graduated from the University of Southern Oregon with a Bachelor of Science Degree in Criminology and Political Science.
After graduating she moved to Philadelphia, PA where she worked for a Law Firm specializing in Real Estate, Taxes and Family Law. In Philadelphia, she went back to school and obtained her Paralegal Certification. In 2004 she completed her National USPAP course for OREA’s Real Estate Appraisal Basics and Principles.
Kathy has two sons who graduated from Murrieta Valley High School and both have now graduated from UCLA. She has been very active in the community over the years volunteering.
As a Professional Realtor Kathy uses her expertise and energy to educate her clients about the real estate transaction processes so that they can make educated and sound decisions. She listens to her clients and works tirelessly to give them the results they deserve. Kathy’s goal is to help her clients through this process as easily and stress-free as possible.
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.