Cheryl J. Kessler, MBA, ASA, CFA
Financial Specialist
Address: 401 B Street, Suite 2150 San Diego, CA
Phone: (619) 687-2600
Biography
Cheryl Kessler is a Managing Director in CBIZ’s Forensic Consulting Group. She is an expert in business valuation opinions for marital dissolutions, gift and estate tax purposes, partner buyouts, and mergers & acquisitions.
Ms. Kessler has the experience, knowledge and expertise to perform business valuations, income for support analysis, and forensic accounting for family law, civil litigation and Trust litigation cases. She has significant experience as a §730 neutral expert, §639 Special Master and a CA Corp Code Section 2000 expert. She has been qualified as an expert in San Diego, El Centro, and Los Angeles Superior Courts.
Ms. Kessler presents a credible, defensible and easy-to-understand analysis of forensic accounting and complex valuation issues in concise reports and/or via expert testimony.
Education
- Masters in Business Administration, Finance and Entrepreneurship, Loyola Marymount University
- Bachelor of Science in Electrical Engineering, Cornell University
- Expert Witness Skills Workshop, offered by the Institute of Business Appraisers
- Principals of Business Valuation – BV 201, 202, 203, 204, offered by: American Society of Appraisers
- Cost of Capital course, offered by Center for Advanced Valuation Studies
Professional Licenses and Memberships:
- Accredited Senior Appraiser (ASA)
- Certified Divorce Financial Analyst (CDFA)
- Chartered Financial Analyst (CFA)
- Formerly held Series 7, 24, 63 NASD Licenses
- American Society of Appraisers, Past-President S.D. and Treasurer
- California Society of Certified Public Accountants (CalCPA)
- Estate Planning Council of San Diego, Past-President
- San Diego Family Law Bar Association