Debra is a Senior Associate in the Los Altos office, supporting the Partners and Principals in all aspects of client services and account administration. She has more than twenty years of experience in administrative and office management work.
Prior to joining Cerity Partners, Debra was an executive assistant at Sullivan & Serwitz and Robert Half, International. She has also worked as a technical assistant for California ISO and as an office manager and administrative assistant for Advanced Water & Land Systems, Inc., Intel Corporation and Lockheed Missiles & Space Corporation.
She received her Financial Paraplanner Qualified Professional designation from the College for Financial Planning. This designation demonstrates her competence in gathering, reviewing, and analyzing clients’ information to provide them with a comprehensive picture of their financial status and make progress toward their family, career and financial objectives.
Debra attended West Valley College, where she pursued studies in general education and business administration. She is a Notary Public and a member of the National Notary Association.
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