Jason Crowley, CFA, CFP®, CDFA™
Jason Crowley is a founding partner at Divorce Capital Planning and financial advisor at Capital Planning Partners. As a Certified Divorce Financial Analyst, Jason works with our clients and their attorneys to formulate creative options to complicated settlement issues. He specializes in developing comprehensive financial projections to analyze, address, and evaluate all facets of a divorce settlement. Jason has experience modeling cash flow projections and facilitating the division of complex assets such as stock options, business and venture capital interests, and real estate investments.
Jason has extensive training in family law specific Mediation and Collaborative Divorce. He is an active member in a number of professional associations including the Association of Divorce Financial Planners, Institute for Divorce Financial Analysts, as well as the California State Bar and County Bar Associations. He is a frequent guest speaker on the financial and tax issues in divorce for local organizations and divorce professionals. Previously, Jason served as a financial planner with Wealth Strategies Group. He began his professional career as a financial analyst at Commerce Capital Group, a boutique investment banking firm specializing in mergers and acquisitions (M&A) advisory services.
Jason earned a bachelor’s degree in Business Economics and Accounting from the University of California, Santa Barbara, where he graduated summa cum laude. Jason has the distinction of being one of the select few financial professionals to hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA) credentials. He also holds the Financial Industry Regulatory (FINRA) Series 7 and 66 licenses. A Bay area native, Jason resides in Menlo Park.
Kenneth Noonan, MBA, CEP®, CDFA™
Ken Noonan is a founding partner at Divorce Capital Planning and Managing Director of Capital Planning Partners. As a Certified Estate Planner, Ken focuses on complex aspects of asset protection, wealth transfer and estate planning for affluent individuals, families, and business owners. He is a Certified Divorce Financial Analyst with extensive experience developing advanced planning strategies for women with large estates. Ken has been consistently recognized for his significant achievements in the financial services industry.
Prior to establishing Capital Planning Partners, Ken enjoyed a highly successful corporate career that spanned over two decades. Serving as President, Executive Vice President and in other senior management positions, Ken played a vital role in several venture-backed and Fortune 500 companies, such as PlanetRX.com, Manor Care, IBM, and Sun Healthcare.
Ken earned a B.S. in Finance and Marketing from Florida State University and an MBA from St. Mary’s College in Moraga. He serves on the Board of Directors for Tri-Valley First Tee and is active in supporting several local charities. Ken resides in Pacific Grove.
Charles Tyler, CDFA™
Chuck Tyler is a founding partner at Divorce Capital Planning and the Chief Investment Officer (CIO) at Capital Planning Partners. As a Certified Divorce Financial Analyst, Chuck counsels our clients to ensure they are well-informed about the financial impact of their settlement options. He has particular expertise in the intricacies involved in the valuation and division of investment holdings, retirement accounts, and stock options during marital dissolution. Post-divorce, in his role as Chief Investment Officer, Chuck tracks the transfer of assets to new accounts, formulates investment strategy, and oversees portfolio construction.
Prior to establishing Capital Planning Partners in 2002, Chuck was a Vice President and Senior Financial Advisor at Merrill Lynch and Dean Witter where he managed investment portfolios for high net worth individuals and corporate clients. A 20-year veteran of the financial services industry, Chuck has a deep understanding of global financial markets and has dedicated his career to advising clients on a wide range of financial planning and investment issues.
Chuck earned a B.S. degree in Business from Loyola Marymount University. He is an active alum of Bellarmine College Preparatory, and has been involved in community fundraising as a board member of the San Jose Repertory Theater and Junior Achievement. Chuck resides in the East Bay with his wife and three sons.
JB Rizzo, CPA/ABV/CFF
With over 15 years of experience in complex family law litigation, JB Rizzo specializes in forensic accounting and business valuations for marital dissolutions. JB is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and Certified in Financial Forensics (CFF). He has experience in the preparation of business valuations, income available for support calculations, marital standard of living analysis, tracing and apportionment analysis, community property balance sheets, and the analysis of settlement proposals, tax returns, financial statements, and other business records. Mr. Rizzo has testified as an expert witness in numerous family law litigation matters in the Superior Court in the state of California.
Previously, JB Rizzo was a Senior Manager with Hargrave & Hargrave, a Los Angeles-based CPA firm specializing in forensic accounting and litigation consulting. During his tenure, JB was responsible for analyzing complex accounting, financial, valuation, and tax issues associated with divorce. He frequently served as the Court-appointed expert under California §730, commonly referred to as “joint neutral.” JB began his financial career at Arthur Andersen, where he was responsible for the preparation of individual and corporate tax returns before transferring to the firm’s Los Angeles office to focus on forensic accounting in the Business Fraud and Investigation Services group.
JB received his Bachelor of Science degree in Accounting from the University of Nevada, Las Vegas. He is a contributing author to the Family Law Services Handbook, which is widely recognized as the definitive authority on forensic accounting issues in divorce. A frequent guest speaker, JB is a member of the American Institute of Certified Public Accountants, the California Society of CPAs, and the National Association of Certified Valuation Analysts.