Bridging the Gap: How Specialized Financial Planning Empowers Clients Through Divorce
In this episode of the PWS on the Fly podcast, one of our Symphony Wealth Group advisors, Breanne Polonia, sits down with Founder and President of Kestra Private Wealth Services, Robert Bartenstein and Kestra Private Wealth Services Founder and Senior Managing Director, Scott Wilson, to discuss her journey toward specialization and the vital role of the Certified Divorce Financial Analyst (CDFA®) designation in today’s financial landscape.
Key highlights from the podcast include:
The Power of Specialization:
Breanne shares her personal and professional evolution, explaining how her experience as a CDFA allows her to provide a crucial, unique lens during the divorce process. By shifting the focus from simply completing the legal process to long-term financial modeling and stability, she helps clients move beyond the emotional "divorce fog" with confidence.
A Collaborative Approach:
We explore the synergy between specialized divorce planning and traditional asset management. Breanne discusses why partnering with a comprehensive team like Symphony Wealth Group — which allows her to focus on her niche while leveraging the firm’s broader investment expertise — has been a cornerstone of her success.
Navigating the Future:
Breanne offers a look at her vision for the next five years, which includes expanding the "Symphony Wealth Divorce Advisers" brand nationally and continuing to support clients through life’s most complex transitions.
Lightning Round Insights:
From the mentors who shaped her career (including early inspiration from female leadership in the industry) to the personal philosophy that drives her — "in every 'no,' there is a 'yes'" — we get a glimpse into the grit and determination that define her approach as a professional.
Whether you are navigating a major life transition or looking for a deeper understanding of how specialized planning can secure your financial future, this conversation offers valuable perspective on the importance of having an advocate by your side.
