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Debbie Pursey, MBA, CFP
Certified Financial Planner
Walnut Creek, CA
“Aiming to grow your assets and give you a more secure financial future while you are caring for your career, home and family.” “Seek to understand before being understood.” This quote from Steven Covey has been Debbie’s guiding principle as she has helped clients pursue their financial goals. Debbie takes care to understand each individual client’s situation. Debbie is an Investment Adviser Representative with Financial Network Investment Corporation, member SIPC, an ING Company. She works with executives and professionals and is passionate about helping them get their financial “house” in order. “Having previously been in the High Tech Consulting industry working with executives of Fortune 500 companies, I understand the demands placed on my career-minded clients. I want my clients to have peace of mind knowing that I am watching over their assets while they are building their careers and family”, says Debbie. She helps clients navigate the complexities and tax implications of employee stock purchase, stock option and 401(k) plans. Debbie partners with two Certified Financial Planner ™ professionals with a combined 40 years of experience in the financial industry. This team approach enables her to give her clients the breadth of knowledge they deserve. The scope of services provided includes estate, tax, insurance and retirement planning and also investment management. “What I love about the way we work is that I have no incentive to “sell” anything. Rather, I am able to bring clients a variety of strategies. I explain the alternatives in simple terms and then clients are free to pick the approach that they are most comfortable with”, says Debbie. Debbie chairs the “ProBono Committee” of the Financial Planning Association. Also, to give a hand up to low-income women entrepreneurs, she serves various roles on “The Women’s Initiative”. A long time resident of Northern California, Debbie lives in Fremont with her husband Dave and their MinPin dog, “Marmaduke”. She is the mother of two boys, Tim and Stephen. Tim just graduated from Cal Poly San Luis Obispo and Stephen has started his college studies. In her free time Debbie is an avid (and slow!) marathon runner with the Mission Peak Striders running group.