About Us
Alicia Schonberger, CFP®, CDFA®
With over 22 years of financial services expertise, Alicia brings deep experience in wealth management and financial planning to her role as a Divorce Financial Planner. Her career journey reflects consistent growth and achievement, from managing a $50MM portfolio at H&R Block Financial Advisors to overseeing $1B in client assets as a Senior Portfolio Specialist at Fidelity Investments.
At Fidelity, Alicia distinguished herself by transforming an underperforming advisory team into the regional leader. Her exceptional performance earned her selection to the prestigious President's Circle program, an honor reserved for the top 1% of performers company-wide.
Recognizing the critical financial complexities of divorce, Alicia pursued her Certified Divorce Financial Analyst™ (CDFA®) designation to provide specialized support during one of life's most challenging financial transitions. Combined with her Certified Financial Planner™ (CFP®) credentials, she offers clients a unique, comprehensive approach to navigating the intricate financial aspects of separation and divorce.
Her expertise allows her to help clients:
- Develop equitable financial settlements
- Understand long-term financial implications of divorce
- Protect financial assets during major life transitions
Beyond her professional achievements, Alicia demonstrates leadership in her community through active involvement with the Birmingham Bloomfield Newcomers Club. As President, she drove significant membership growth and continues to serve on the executive committee.
Alicia holds a BBA from the University of North Texas. Her client-first philosophy, coupled with decades of experience, positions her as a valued advisor who helps clients build confidence through complex financial challenges.
Why do I need a CDFA®?
Your Divorce Financial Roadmap: What You Need to Know
- Understanding your financial options is crucial to making confident decisions about your future
- Your attorney's expertise is in law—not necessarily in financial planning
- Tax impacts and future lifestyle changes can be complex and easily overlooked
- A Certified Divorce Financial Analyst™ (CDFA®) does more than crunch numbers—we help you see your financial path forward
- Even the most amicable divorces can have hidden financial pitfalls
- Transferring assets isn't just about the agreement—it's about executing it strategically
- My role is to illuminate the financial complexities you might not see on your own
Our Values: Guiding Our Approach to Divorce Support
Compassion: We understand divorce is tough. Our empathetic approach provides comfort during emotionally challenging times.
Empowerment: We equip you with the knowledge and confidence to navigate your divorce and shape your future.
Collaboration: Together, we'll find solutions. Through open communication and teamwork, we'll craft the best path forward.
Integrity: Honesty drives everything we do. We provide clear, transparent guidance that helps you make informed decisions.
Respect: Every individual matters. We ensure you feel heard, validated, and valued throughout the process.
Confidentiality: Your privacy is our priority. We create a safe space for you to share and heal.
We're committed to transforming divorce from a challenge into an opportunity for growth and respectful resolution.