Deborah A. Orlando, CFP

Biography

Going above and beyond as a fiduciary, Deborah Orlando strives to provide her clients with the highest level of personal service combined with the scale and resources of a top investment firm. She is dedicated to every aspect of her clients’ financial success and takes pride in building a financial legacy for all whom entrust her with their planning needs.

Deborah has over 30 years of experience as a Financial Advisor in the Santa Rosa area and continues to serve many of the same clients since her beginning. She was trained in stock selection at PaineWebber in 1987 and received her CFP® designation shortly thereafter. Always looking for the right firm for her clients, Deborah later moved to CitiGroup Global, Wells Fargo Advisors, LPL Financial, prior to joining Wedbush Securities. Deborah distinguishes her client services and portfolio management through tax-efficient asset management strategies, with blue chip stocks. She has focused her entire career on quality stocks with strong dividend growth and a stock selection process that involves consistent three, five and 10-year returns.

Deborah’s passion for finance started at a young age thanks to the help and mentorship of her father who eventually encouraged her to become an advisor. Born and raised in Saint Paul Minnesota, Deborah moved to California to attend UC Berkeley and never looked back. She enjoys keeping an active lifestyle through a membership to The Fountaingrove Club and has raised dogs for K-9 Companions. You may also find Deborah passionately working in her garden, on a hiking trail or traveling.

RECOGNITION/MEMBERSHIPS

• The Fountaingrove Club member
• Volunteer for K-9 Companions

SPECIALIZATIONS

• Financial Planning
• Stocks and Bonds
• Tax Efficient Strategies

Credentials

• Series 7, 24 and 63 securities licenses
• Licensed in seven states (AK, AZ, CA, MN NC, OR, and VA)
• Certified Financial Planner™

Mission Statement