Jason Crowley, CFA, CFP, CDFA

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

Credential and Licenses

Select Speaking Engagements

Jason has spoken on various divorce finance topics at the following conferences and organizations:

Professional Associations

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

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