Debbie joined the team in 2015. She has over 25 years of experience in the investment industry, however, her career path began in the field of social work. After several years as a social worker, she discovered a keen interest in working with investments and financial planning.
Debbie has a Bachelor of Arts Degree in Psychology from the University of California at Santa Barbara and a Master of Social Work degree from California State Long Beach. Debbie holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Advisor (CDFA®) designations. Drawing on her social work background and divorce certification, Debbie is empathetic as she helps clients navigate the financial complexities of divorce, promoting informed decisions to protect their long-term financial well-being.
Debbie is a member of the CFA Institute, CFA Society of San Francisco, Financial Planning Association (FPA), Financial Planning Association of the East Bay and the Institute for Divorce Financial Analysts (IDFA). As an Advisor and Financial Planner working for Bedell
Frazier, Debbie is able to do what she enjoys most; working with clients to develop their financial planning objectives and maintain comprehensive investment plans.
Outside the office, Debbie enjoys spending time with her family.