About


Debbie uses her years of corporate experience in strategic planning to help clients understand how to make better financial decisions. She enjoys seeing relief when her clients finally have the confidence that their financial house is in order. Debbie has a special heart for women who juggle roles in both their careers and their homes. She is an advocate for helping them understand how to pursue financial confidence. Debbie has been an advisor in the financial services industry since 2005 and joined Wealth Enhancement Group in 2021 through the Walnut Creek Wealth Management acquisition. To add the most value to a new client, she has a minimum of $5 million in investable assets.



Debbie grew up in Northern California and loves the great regional, state and national parks. She lives in Danville with her husband, Dave. In her free time Debbie is constantly shopping for trail running shoes because she wears through them as an ultra-marathon runner.



Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.


Education

  • BS - Finance, San Jose State University
  • MBA - Finance, San Jose State University

Awards

  • *Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
  • **Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. 

Articles by topic

Blog

Growing older is a privilege not everyone gets to experience. For those of us lucky enough to live into our 70s, 80s, 90s, and beyond, we have stay healthy, both physically and mentally, to get the most out of life. Maintaining healthy habits and focusing on financial and mental health can help you maintain your overall quality of life.
Debbie Pursey CFP®

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