Jason Crowley, CFA, CFP, CDFA
Jason Crowley is a divorce financial strategist, personal finance expert, and entrepreneur.
Having spent nearly a decade advising divorcing clients, Jason came to the realization that just about everyone facing divorce craves information, inspiration, and community. Jason and his team started Survive Divorce to meet this growing need. We’re committed to helping you make the best of a difficult transition by providing support through all stages of divorce.
A leading authority in divorce finance, Jason has been featured in the Wall Street Journal, Forbes, and other major media outlets.
Jason is a Chartered Financial Analyst, Certified Financial Planner practitioner, and Certified Divorce Financial Analyst. He’s proud to say he’s one of the select few financial professionals to hold all three credentials. Mr. Crowley also holds various securities and insurance licenses, including FINRA Series 7 and 66. Jason has testified as an expert witness on divorce financial issues.
To further his commitment to promoting financial literacy, Jason is a frequent speaker on a variety of divorce and personal finance topics. He has extensive training in mediation and collaborative divorce and is an active member of a number of professional organizations, including the Institute for Divorce Financial Analysts, Association of Divorce Financial Planners, Collaborative Practice California, and Forbes Finance Council.
In addition to running Survive Divorce, Jason is the managing partner of Divorce Capital Planning and co-founder of Divorce Mortgage Advisors. He graduated summa cum laude from the University of California, Santa Barbara with a B.A in Business Economics and Accounting.
Podcast Appearances
- “Divorce Finances” with Jason Crowley on Divorce Sucks! with Laura Wasser
- “Money Talks: How to Have Candid Conversations about Money” with Financial Expert, Jason Crowley on Breaking Free: A Modern Divorce Podcast
- Money Matters Top Tips with Adam Torres
Credential and Licenses
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Certified Divorce Financial Analyst
- Series 7 and Series 66 securities licenses
- Life, Annuity, Accident and Health Licenses (California)
- Real Estate Salesperson License (California)
Select Speaking Engagements
Jason has spoken on various divorce finance topics at the following conferences and organizations:
- Association of Divorce Financial Planners
- Institute for Divorce Financial Analysts
- California Society of CPAs
- Association of Certified Family Law Specialists
- State Bar of California
- Collaborative Practice California
- Orange County Bar Association
- San Mateo County Bar Association
- Palo Alto Bar Association
- Santa Cruz County Bar Association
- San Luis Obispo County Bar Association
- Fresno County Bar Association
- Riverside County Bar Association
- Sonoma County Bar Association
Professional Associations
- Member, Forbes Finance Council
- Member, Association of Divorce Financial Planners
- Member, Institute for Divorce Financial Analysts
- Member, Young Entrepreneur Council (YEC)
- Associate Member, The State Bar of California, Family Law Section
- Associate Member, Santa Clara County Bar Association
- Associate Member, San Mateo County Bar Association
- Member, International Academy of Collaborative Professionals (IACP)
- Member, Collaborative Practice of California (CP Cal)
- Member, Collaborative Practice Silicon Valley (CPSV)
- Member, Former Chair, Collaborative Practice San Mateo County (CPSMC)
- Member, Chartered Financial Analyst (CFA) Institute
- Member, Chartered Financial Analyst (CFA) Society of San Francisco
- Member, Certified Financial Planner (CFP) Board of Standards
Professional Experience
- Founder, Survive Divorce, LLC, 2018 to present
- Co-Founder & Advisor, Divorce Mortgage Advisors, 2017 to present
- Founding Partner, Divorce Capital Planning, LLC, 2011 to present
- Financial Advisor, Capital Planning Partners, LLC, 2010 to present
- Financial Planner, Wealth Strategies Group (MetLife Securities, Inc.), 2009
- Investment Banking Analyst, Commerce Capital Group, 2008
- Financial Advisor, Northwestern Mutual, 2006-2007
Education
B.A., Business Economics with Accounting Emphasis, summa cum laude – University of California, Santa Barbara