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Member - Financial Planning - Debra Anderson - Western Financial Advisors
Debra Anderson

Debra Anderson
Western Financial Advisors

5186 Carroll Canyon Rd, #100
San Diego, CA 92121
858-875-5839
Fax: 858-677-0476

danderson@wfpc.com
www.dkafinancial.com

Anderson Group

 

Member Since:  August, 2007

How did you become a member:  Invited by Lisa Chen, President

The best way to tip me is: Financial changes

1) Rolling over a retirement plan

2) Counseling during the buying, selling or refinancing of your home

3) Preparing for a marriage or divorce

4) Planning for the birth or adoption of a child

5) Funding Education

6) Caring for aging parents or disabled children

7) Ensuring your money will last through retirement

8) Coping financially with the death of someone close to you

9) Financially facing a health, employment or natural crisis

10) Receiving a large inheritance or unexpected financial windfall

11) Buying, selling or passing on a family business

My best experience at Le Tip Lajolla is:  the great people!

A little bit about myself:

Having been a Certified Financial PlannerT since 1990, I enjoy helping people make smart decisions about their money.  Finances are significant only to the extent that they allow you to enjoy what's important to you.  Not worrying about your finances is critical to having a life that excites you, nurtures those you love, and fulfills your highest aspirations.  Building a financial strategy by starting with your unique values will help create your plan that not only looks good on paper, but also spurs you to follow through.  We define what's important to you, align your financial choices with the great life you want and become inspired to do whatever it takes to have that life.

I moved to San Diego a little over three years ago from Northern Colorado.  I am taking on new clients that like an old fashioned "hands on" financial experience!