fINANCIAL lIFE mANAGEMENT
Deborah is dedicated to helping people create and preserve wealth. Her key to success is the personalized approach she takes in assisting clients with a comprehensive range of financial services, from retirement and estate planning to college education and tax planning.
“My job as a financial planner,” Deborah says, “is to partner with you to manage, advice and monitor all things financial so you can follow your true passions in life. This involves helping you build, protect and maintain assets for each phase of your life.”
Deborah’s ability to help her clients stems from experience and education. A financial professional since 1988, she has 25 years of experience guiding people toward their financial goals throughout the various swings of the economy. Her education encompasses a BA in English with an emphasis in Business from UCLA and one industry certifications: CERTIFIED FINANCIAL PLANNER™ professional.
Earning the CFP® mark required advanced coursework in taxes, retirement planning, estate planning, investments, risk management, insurance and other financial issues. Keeping them demands that Deborah maintain a vigorous program of continuing education and adhere to a strict code of ethics.
A resident of Chandler, Arizona, Deborah enjoys walking, hiking, traveling and reading a good book in her spare time. Most of all, she likes to spend time with her husband, John, and their two wonderful sons.