About My Practice
Our team of professionals has been providing customized financial advice with reliable, accountable service for over 25 years. We aim to provide financial security to successful individuals and their families. We help prepare you for a comfortable future using an investment strategy designed to help manage risk, help provide lifetime income, help protect growth and help minimize taxes.
Financial Advisor of and offers securities and advisory services through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Walnut Creek Wealth Management is independently owned and is not owned or operated by Cetera Advisor Networks.
“What I enjoy most about my job is that I am able to propose to clients a variety of strategies. I do the research and explain the alternatives and my clients select the approach that they are most comfortable with.”
Having previously worked in the Management Consulting industry with executives of Fortune 500 companies, Debbie is familiar with the demands that career-minded clients face. Debbie aims to protect and grow assets to give her clients a more secure financial future while they focus on career, home, and family.
A special focus of her practice is financial planning for women. Debbie is an advocate in guiding them through critical life decisions, educating them, and empowering them to achieve financial independence. She works diligently and with dedication to help her clients enjoy financial well being, knowing that they have a comprehensive and well-coordinated financial plan in place.
Debbie uses her years of experience in strategic planning to help clients analyze their situation and make financial decisions that will benefit them both short-term and long-term. She helps clients navigate the complexities and tax implications of employee stock purchase, stock option, and 401(k) plans.
Debbie graduated with an MBA in Finance from San Jose State University. She is an active member of the Financial Planning Association and has served on the Board of Directors as the chair of the Pro Bono Committee to bring financial literacy to those who would not otherwise have access to financial advice. She is also a coordinator of her church’s Financial Freedom Ministry whose mission is to help people honor and serve God by making sound financial decisions.
She is a long time resident of Northern California and lives in Fremont with Dave, her husband of 20 years, and their Min Pin dog, “Marmaduke.” She is the step-mother of two boys, Tim and Stephen. Tim graduated from Cal Poly San Luis Obispo and is working on his Master’s Degree in Public Administration. Stephen attends Chico State studying Computer Science. In her free time Debbie is a tenacious runner with the Mission Peak Striders running group.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65, 66
Life insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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