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Adam Morgan, (Financial Professional)

Address:
   746 Walker Road, Suite 16
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  adam.morgan@unitedcp.com
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Adam Morgan, (Financial Professional)

Address:

Phone:
Fax:
Website:


Collaborative Practice Group Membership


Collaborative Professionals of Northern Virginia

Collaborative Services


Divorcing couples are often unaware of the financial implications of various settlement options. As a Neutral Financial Professional, Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) I help couples evaluate their financial situation and develop creative solutions to complex financial problems. As a neutral, I provide greater creditably in providing information and fostering a dialogue than an advocate. This makes it easier to reach mutually satisfying agreements.

Education


Licenses


,CFP®

Professional Activities


CURRENT:
Treasurer at Northern Virginia Collaborative Professionals
Instructor at NVMS (Northern Virginia Mediation Services)

PRIOR:

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2011 Collaborative Divorce Three-Day Team Training CPTI - Dillina Stickley 21
30-Hr Interest-Based Negotiation & Mediation Skills
2011 Interest -Based Negotiation & Skills Training CPTI - Lisa L. Schenkel -
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2017 Economic Issues of Divorce Economic Issues of Divorce 6
2015 Economic Issues of Divorce I was the instructor. 6
2011 The Non-Verbal Language of Conflict Christopher Seaton 2
2011 The Healing Power of Collaboration Susan Witt 1
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2018 UCLA Panel: What’s In It For Me? (11th VaCP) 11-12-18 Del. David Toscano; Robert Merlin, PA; Teresa Cole, JD; and Cathleen Rea, PhD 1.25
2018 Support Redux: Navigating the New Tax Laws and the Emotional Challenges They Create for Spouses (and Teams) (11th VaCP) 11-12-18 Sanford Cassel, PhD; Frank Morrison, JD; Gigi Robson, CPA, CDFA; and Paul Smollar, JD 3.25
2018 Divorce Through the Developmental Lens Lisa Herrick & Kate Scharff 1
2017 Family Mediation Skill Kathey Foskett 24
2017 Family Mediation Roleplay: JDR and Circuit Court Family Brian Hirsch 16
2017 Domestic Violence Assessment Kathey Foskett 8
2017 Creating the Conditions for Growth As We Help Our Clients Navigate Separation and Divorce Lisa Herrick and Kate Scharff 6
2015 Mediation Skills & Proces NVMS 24
2011 Dealing with Extremes in the Collaborative Process Cheryl Watson Smith 1
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