Debbie Pursey

last updated 1/4/2017

General Information

Education

MBA - Finance , San Jose State University

Affiliations

Investment Advisor Representative-Firm Principal - Walnut Creek Wealth Management

Active Member - Financial Planning Association

Board Member - Pro Bono Net Inc

Recent News  

Team | Walnut Creek Wealth Management

Debbie L. Pursey, MBA, CFP®
Debbie L. Pursey, MBA, CFP® Investment Advisor Representative-Firm Principal 925-280-1800 x105 Debbie@WalnutCreekWealth.com

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Financial Planner and Wealth Management – Walnut Creek Wealth Management

Debbie Pursey, CFP
Investment Advisor Representative-Firm Principal

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Financial Planner and Wealth Management – Walnut Creek Wealth Management

Debbie L. Pursey, MBA, CFP®
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 to 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 Fremont with Dave, her husband of twenty years and their Min-Pin dog, Marmaduke. She coordinates her church's Financial Freedom Ministry whose mission is to help people honor and serve God by making sound financial decisions. In her free time Debbie is an avid and tenacious marathon runner with the Mission Peak Striders running group.

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