Debbie joined Lighthouse Financial Planning in 2007 and earned her 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.
In addition to developing strong internal processes to ensure Lighthouse Financial Planning LLC 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’s 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. Her volunteerism within in the Financial Planning Association (FPA) clearly demonstrates her actions are in line with her beliefs. She currently sits as the Chair for the Northern California’s FPA President Council, Chair for the FPA’s Mid-Profession Community of Interest, she is a Mentor for FPA’s Residency program at UC Irvine (2011 to present), she is the 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.
Her educational background includes a BS in Business Administration, Accounting and a minor in economics from California State University, Sacramento; a certificate in Personal Financial Planning from the UC Davis, Extension; and, graduation from the Financial Planning Association's (FPA) Residency program.
Prior to beginning her career as a CFP®, Debbie worked in local government for more than twelve years. Upon making the decision to change careers, Debbie was the Assistant Finance Dire