Debbie Charpentier looks out for her clients

Debbie is approachable and easy to talk to. She endeavors to know her clients, not just their portfolio, so that she can make recommendations according to each client's life phase. Debbie desires to place her client's needs and well-being at the forefront of her goals.

Protecting Your Lifestyle

Considered one of the leading female financial advisors in the region, Debbie contributes a wealth of experience, common sense and a balanced perspective to every client.

Why People Do Business With Me

I create an environment where my clients feel safe to talk... and I listen. Quality conversation - where we prioritize and decide on a place to start - builds trust and confidence. I don't micromanage, rather, I simplify information to make it understandable. ~ Debbie Charpentier

2012 Southern California Planner of the Year

Please Call Us

Debbie knows it feels good to get everything in order, and she loves to hear her clients say, I didn't realize how badly I needed this...I didn't know what I didn't know! Please give us a call to discuss how we can help you get your financial plan in order. 661-322-5204