Melissa Océan
Melissa Océan
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About
Melissa Océan is the Founder and CEO of Divorce Strategies Group and Abundant Wealth Strategies.
Melissa has been serving clientele in the financial industry, 32 years, and has been published nationally in Kiplinger, Thrive Global, Yahoo! News and Yahoo! Finance. Most recently Melissa was given the Woman’s Choice Award®, an award given to few advisors. Women’s Choice Award ® Financial Advisors and Firms represent less than 1% of the financial advisors in the U.S. This exemplifies her high standards to be selected for this esteemed award.
Melissa has been creating and designing portfolios for sustainability to post-divorce clientele for the past 20 years through Abundant Wealth Strategies. Melissa does not provide specific financial advice during the divorce process but educates about general financial practices such as withdrawal rates and spending policies.
For over 20 years, Melissa has been the trusted advisor for family law attorneys. As an expert witness, she is known for educating the family law community through her work on lifestyle analysis or marital standard of living (MSOL), withdrawal rates, and applicable implications of transferring tax between parties for exercised executive compensation through IRS ruling 2002-22 just to name a few. She continues to attend AAML (American Academy of Matrimonial Lawyers) educational events to continue her breadth of knowledge. She has extensive experience in transferring assets post-divorce between custodians and knowledge of trading, liquidity and financial planning matters for use after the final Marital Settlement Agreement has been finalized with the courts.
She holds the following designations; CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst® and Master Analyst in Financial Forensics®. Melissa earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification to illustrate her commitment to orchestrate and assist in the planning of her client's financial and cash flow needs. She is often in a position of quarterbacking the team of advisers for her clientele.
It is with this expertise that she enjoys working with clientele pre and post-divorce for implementation. She has been retained and worked on hundred's family law matters inclusive of mediation.