Jason Crowley, CFA, CFP, CDFA

Jason Crowley is a divorce financial strategist, personal finance expert, and entrepreneur.

As Co-Founder & Advisor at Divorce Mortgage Advisors, Jason Crowley works with our clients and their attorneys to formulate creative strategies to complicated settlement issues. His primary focus is providing guidance on structuring agreements so our clients can achieve their mortgage financing objectives. His expertise facilitating the division of complex assets such as stock options, business and venture capital interests, and real estate investments enables us to bring a unique approach to divorce lending. In addition, Jason oversees the business development and strategic growth initiatives of our company.

A nationally recognized expert in divorce financial planning, Jason has been featured in the Wall Street Journal, Forbes, and Huffington Post – just to name a few.  He is also a sought after speaker on financial and tax issues in divorce.

Jason has the distinction of being one of the select few financial professionals to hold the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA) credentials.

Mr. Crowley has testified as an expert witness on divorce financial issues. He has extensive training in mediation and collaborative divorce and is an active member of a number of professional organizations, including the Institute for Divorce Financial Analysts and Association of Divorce Financial Planners. Notably, Jason was selected as a member of the prestigious Forbes Finance Council and was the former president of Collaborative Practice San Mateo County (CPSMC).

Jason also serves as Managing Partner at Divorce Capital Planning, which specializes in divorce financial planning and analysis.

Additionally, Jason is the founder of Survive Divorce, which provides expert tips and helpful tools and resources to get you through your divorce.

He began his professional career as a financial analyst at Commerce Capital Group, a boutique investment banking firm specializing in mergers and acquisitions (M&A) advisory services.

Jason earned a bachelor’s degree in Business Economics and Accounting from the University of California, Santa Barbara, where he graduated summa cum laude. He also holds the Financial Industry Regulatory (FINRA) Series 7 and 66 licenses.

Podcast Appearances

Credential and Licenses

Select Speaking Engagements

Jason has spoken on various divorce finance topics at the following conferences and organizations:

Professional Associations

Professional Experience

  • Founder, Survive Divorce, LLC, 2018 to present
  • Co-Founder & Advisor, Divorce Mortgage Advisors, 2017 to present
  • Founding Partner, Divorce Capital Planning, LLC, 2011 to present
  • Financial Advisor, Capital Planning Partners, LLC, 2010 to present
  • Financial Planner, Wealth Strategies Group (MetLife Securities, Inc.), 2009
  • Investment Banking Analyst, Commerce Capital Group, 2008
  • Financial Advisor, Northwestern Mutual, 2006-2007


B.A., Business Economics with Accounting Emphasis, summa cum laude – University of California, Santa Barbara

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