AIF®, CFP®, Series 7* & 66§ Securities Registrations
Debbie uses her years of corporate experience in strategic planning to help clients understand how to make better financial decisions. She enjoys seeing relief when her clients finally have the confidence that their financial house is in order. Debbie has a special heart for women who juggle roles in both their careers and their homes. She is an advocate for helping them understand how to pursue financial confidence.
Debbie joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition.
Debbie grew up in Northern California and loves the great regional, state and national parks. She lives in Danville with her husband, Dave. In her free time Debbie is constantly shopping for trail running shoes because she wears through them as an ultra-marathon runner.
- BS – Finance, San Jose State University
- MBA – Finance, San Jose State University
- Accredited Investment Fiduciary®
- Certified Financial Planner™ Professional
Debbie serves clients at our Walnut Creek, CA office.
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* Securities registrations are held with LPL Financial, Member FINRA, SIPC.
§ Series 66 held with the LPL Financial and Wealth Enhancement Advisory Services.