Client Advisory

Biography

Deborah is a Principal in the North Bay office. As a member of the firm’s Wealth Management practice she builds longstanding relationships with her clients by helping them prioritize and achieve their financial goals.

Prior to joining Cerity Partners, Debbie was an Associate Wealth Advisor with Brouwer & Janachowski. She assisted with portfolio management, investment selection and administrative support related to their portfolio, including custodian agreements, reporting and other client requests. Prior to joining Brouwer & Janachowski, Debbie spent many years in technology sales and consulting. She has been a Financial Advisor for Prudential Securities and has used her marketing expertise at Charles Schwab.

Education

  • BBA from San Jose State University
  • Master of Corporate Finance from Golden Gate University

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.