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Ivy Menchel, CFP®, CBEC®, CDFA® Thumbnail

Ivy Menchel, CFP®, CBEC®, CDFA®

Personal CFOs

Ivy Menchel, CFP®, CBEC®, CDFA®


Ivy H. Menchel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and runs a values-based financial planning practice that focuses on the objectives, needs and goals of clients. In addition to her work as a CFP®, she is also a CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA®) and CERTIFIED BUSINESS EXIT CONSULTANT (CBEC®) with over 30 years of experience in financial services. 

Ivy’s purpose is to bring confidence and financial independence for individuals and families facing life-changing events. Whether it’s the transfer of a business, divorce, death of a loved one or retirement, each engagement begins with a thorough understanding of the client’s specific situation, commitment to bringing creative strategies to clients for their financial issues and a strong belief in advisor collaboration.

Ivy is widely regarded as a thought leader in her field and regularly shares her knowledge with the broader public through her teaching, speaking and writing. Among other works, she authored the workbook Defining Your Wealth.

Check the background of this firm/advisor on FINRA’s BrokerCheck.