Debbie joined Lighthouse Financial Planning in 2007 (Lighthouse subsequently merged Lake Tahoe Wealth Management, Inc. in 2016) and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2008. Since earning the CFP® designation, Debbie has fully embraced the essence of what it takes to be a successful planner: serve the client’s best interest, always, with the utmost of competency and diligence.
In addition to developing strong internal processes to ensure Lake Tahoe Wealth Management’s clients receive top notch service and sound advice, she has lead the development of our Wealth Accumulator Program(SM). This program addresses one of biggest challenges facing the financial services industry; serving the yet-to be wealthy in a fee-only, fiduciary capacity.
Debbie is also passionate about the importance of financial literacy, the need for a true financial planning profession and importance of the fiduciary standard of care when giving any kind of financial advice. As an active volunteer within in the Financial Planning Association (FPA), Debbie clearly demonstrates her actions are in line with her beliefs. She has served as a Mentor for FPA’s Residency program at UC Irvine (2011, 2012, and 2013), Past-President of her local FPA chapter; FPA of Northern California Chapter (2012 President), past member of the FPA’s national Career Development Committee, and Career Development Chair for her local FPA chapter.
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