Boston Community

Debbie Whitlock

Member since: Nov 15, 2007
Last activity: Sep 12, 2009

Sound Financial Partners, Inc.

Seattle, Washington

206-749-5111

What Debbie does

As a financial strategist working with women, I use a solid relationship based approach to a sometimes intimidating process. My process allows you to build personal strategies around asset protection, accumulation and distribution.

By taking a hands on, one on one approach with each family I work with; I am able to recognizing each of your unique goals and plans, and work specifically to create strategies that fit your life.

My personal passion is working with women who are in transition through divorce or the loss of a spouse or partner due to death.

Planning for your financial future does not have to be overwhelming, frustrating or discouraging. I believe that each person has a right to sound financial advice regardless of their current income or net worth.

Who can benefit most? A woman who is looking for an professional who will be her partner. I will not only help navigate the universe of information that is available, I will help you understand why certain strategies are better for you and your situation than others.

What Debbie does best

I am passionate about the service and value I bring to my professional relationships. Utilizing my gifts of compassion, and wisdom allow me to empower my clients in their financial lives.

What does Debbie need?

A new home for some cool glass and tempered glass computer desks. If you are in need of a new work surface or know of someone who is just let me know and I'll send some pics and we can talk price.

Education

Undergraduate - Washington State University

Professional - CFP Candidate through Boston University

Life and Disability Licenses in Washington and Oregon and Series 6 and 63 registered in the state of Washington

Experience

Entered the industry in 1996 and have maintained my status as an independent representative. As such I believe I am better able to represent my clients best interests by searching the universe of programs available to fit their individual situations.

Securities offered through Woodbury Financial Services, Inc. Member FINRA, SIPC P.O. Box 64284 St. Paul, MN 55164 (800) 800-2638


Debbie's location

Seattle, Washington