Deborah  Abel,  CFP<sup>&reg;</sup> - Financial Advisor

Deborah Abel, CFP®

Deborah Abel, CFP

9 Vasilakos Ct
Menlo Park, CA 94025-5946
FINANCIAL ADVISOR'S WEBSITE
(650) 321-1463

General

Deborah Abel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Deborah Abel, CFP in Menlo Park, CA and the surrounding communities.

Financial Advisor Overview

The financial services industry has done its best to confuse and complicate our lives. My services are dedicated to helping you understand your financial choices, make confident decisions, and build lifetime financial security. I simplify your finances by organizing paperwork, helping you make timely decisions, helping you assess choices, tradeoffs and risks, and translating the language of Wall Street into plain English. I welcome clients of all types who are interested in finding an independent, long-term advisor to help them build and maintain the life they desire.

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Financial Advisor Experience

For over 30 years I have delighted in the opportunity to help my clients build their resources and retire with dignity and life choices. Prior to finding my calling, I worked as Director of Communications for a private investment company.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Long-term Care, Medical & Health Issues, Women's Finances

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Helpful Financial Planning Resources