The road you choose to follow is important ... especially now.
Oak Tree Mediation is a service of Oak Tree Advisory Services, Inc. They are a team of financial professionals that have been in practice since 1985 and have focused on divorce through mediation and collaboration since 1997. With over two decades of experience, they help couples reach solutions that work. From their experience, no one walks away from divorce satisfied, however, couples can walk away knowing they have structured a deal that works for them and their family.
Armand D'Alo has been working in the field of financial planning and counseling since 1983 when he graduated from Brigham Young University. With a Bachelor of Science Degree in Finance and Family Counseling (Honor Graduate Recipient of the Robert L. Ward Financial Planning Award for Excellence), he opened private practice in California. Since that time, Armand has been working as an unbiased financial advisor.
Armand also earned his Certified Financial Planner designation in 1986 from the College for Financial Planning, Denver, CO. This included professional education and training as a Certified Financial Planner Practitioner with specific training in areas of taxation, risk management, investment planning and evaluation, retirement planning and estate planning.
In the late 1990s Armand started practicing in the area of divorce and family mediation. In that time he earned his practitioner and master level practitioner certifications with over 1,000 hours of training in Neuro-Linguistic Programming. Armand has also taught on the topic of working with belief systems around money and divorce.
Robbin holds a Bachelor of Arts degree in business, an Associate degree in Paralegal Studies, a Paralegal certificate and is member of NALA -- the National Association of Legal Assistants. In 1998 she sat for the board exams to earn the Certified Legal Assistant (CLA) designation which distinguishes her in the legal profession.
Robbin is a member of the Phi Theta Kappa International Honor Society membership. She is also a Notary Public for the State of California.
The two founding mediators are Armand E. D'Alo, EA, CFP, CDFA and Robbin M. D'Alo, EA, CLA, CDFA. Armand and Robbin are a husband and wife team trained in mediation through Pepperdine Law School's program for mediation; the National Center for Conflict Resolution; Forrest Mosten, a nationally known mediator for divorce.
They are also trained and work in the area of Collaborative Divorce. They are members of the International Academy of Collaborative Professionals, the Institute for Divorce Financial Analysts and are members of the Association of Divorce Financial Planners. They are both trained in taxes, financial planning and other areas to aid clients as they move through this change in life's direction.