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Debbie L. PurseyMBA, CFP®, AIF®

Debbie L. Pursey
MBA, CFP®, AIF®

Investment Advisor Representative - Firm Principal

“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.” Debbie uses her years of experience in strategic planning to help clients understand how to make financial decisions that will benefit them both short- term and long-term.

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. Debbie understands and admires women who take on multiple roles and is an advocate in helping them understand how to achieve financial confidence.

Debbie is a long time resident of Northern California. She lives in Danville with Dave, her husband of twenty-four years and their Min-Pin dog, Marmaduke. She coordinates her church’s Financial Freedom Ministry whose mission is to help people make sound financial decisions. In her free time Debbie is a tenacious runner with the Forward Motion Race Club. She also raises money for charity through her involvement in the Alamo and Orinda Women's Clubs.

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