WHAT she does for our clients
Debra helps clients fulfill their dreams.
WHEN she started
Debra has been a professional in the wealth management business for more than 30 years. She started while in college working with her mother to create pension plans. In 1997, Debra created Financial Services in a Box, a financial planning model licensed to accounting firms. Simultaneously, she ran those accounting firms’ Financial Services and Investment Advisory divisions. In 2010, Debra founded her own consulting and registered investment advisory company, BPP Wealth Solutions, LLC.
WHERE she went to school and what degrees she has
Debra went to Pace University in New York City, where she studied accounting and finance. She completed her Certificate in Financial Planning in 1987 earning her the right to use the CFP® mark. Debra is certified as a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP).
WHY she does what she does
Debra loves being an independent advocate for our clients. She helps our clients achieve their goals and is inspired by people who care deeply about their families, their businesses, and their futures. What Debra does is integral to ensuring all BPP clients receive the planning and advisory services they need to grow their futures.
FUN FACT
Debra has always had a desire to help others fulfill their dreams. This passion and her expertise in financial planning was invaluable to her and her husband when they created Project Enterprise (PE), a Community Financial Development Institution that provided business training, business loans and networking opportunities to micro-entrepreneurs and tiny businesses. Debra is also passionate about cooking and traveling. She lives in New Jersey with her husband Nick, an actor and voiceover artist. They have a grown daughter and a teenage son, two dogs, and a cat.