Deborah W. Ellis

Prior to earning her MBA and CFP and becoming an Investment Adviser Representative, Deborah W. Ellis, CFP® and president at Ellis Wealth Planning, worked in the film industry. She learned at an early age the importance of investing her money. She has been investing her own money since she started working professionally in her 20s. She has found that managing her own assets is very rewarding and profitable. She loves helping others reach their financial dreams and goals by sharing her expertise in a way that is transparent and objective. As a fee-only adviser, she is held to a fiduciary standard that requires advisers to consider only what is in their client’s best interest.