Deborah Saas

Deborah Saas Email and Phone Number

Private Wealth Manager @ Center For Wealth Management
4355 Ferguson Dr.,
Deborah Saas's Location
Cincinnati, Ohio, United States, United States
Deborah Saas's Contact Details

Deborah Saas personal email

n/a

Deborah Saas phone numbers

About Deborah Saas

Deborah Saas is a Private Wealth Manager at Center For Wealth Management. She possess expertise in retirement planning, investment advisory, estate planning, wealth management, series 7 and 15 more skills.

Deborah Saas's Current Company Details
Center For Wealth Management

Center For Wealth Management

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Private Wealth Manager
4355 Ferguson Dr.,
Website:
centerforwealthmanagement.com
Employees:
3
Deborah Saas Work Experience Details
  • Center For Wealth Management
    Private Wealth Manager
    Center For Wealth Management Aug 2017 - Present
    Cincinnati, Oh
    I am committed to helping my clients plan for their financial future by inspiring them to make informed decisions through education and communication, offering objective independent financial advice on a fee basis, and providing service which exceeds their expectations.My practice provides two types of services: 1. Wealth management services: These fee-based services are designed for investors who want to take advantage of proactive and customized asset management provided by an experienced, trusted financial professional. 2. No-strings-attached hourly consulting services: These fee-based services are designed for investors who need a little help navigating through the unpredictability of today’s world, including managing their debt and/or cash flow, assessing the real risk associated with their current portfolio, developing a recovery plan following a major life event, or planning for a big purchase.Investment advice offered through Center for Wealth Management Advisory, a registered investment advisor.
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  • Lpl Financial
    Registered Principal/Registered Representative/Branch Manager
    Lpl Financial Jan 1992 - Nov 2020
    Cincinnati, Oh
    Provide fee-based wealth management and consulting services for a wide variety of individual clients, corporations, business owners, not-for-profit organizations and investment clubs. Experienced professional with a demonstrated history of working in the financial services industry. Securities and investment advisory services offered through LPL Financial, a registered investment advisor, member FINRA (www.finra.org) & SIPC (www.sipc.com).
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  • Merrill Lynch
    Financial Consultant/Certified Financial Manager
    Merrill Lynch May 1986 - Jan 1992
    Strategically allocate investments portfolios to maximize attainability of financial objectives within appropriate risk tolerance levels and time horizons. Specialize in facilitating employee stock option cashless transactions for major corporations.
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  • Retail Management
    Various Positions
    Retail Management Sep 1973 - May 1986
    Held various positions in retailing industry, including: Retail Buyer at Broadway Southwest Department Stores, Retail Buyer at Diamonds Department Stores, Store Management at Charming Shoppes, Inc. and Assistant Buyer at May Company Department Stores

Deborah Saas Skills

Retirement Planning Investment Advisory Estate Planning Wealth Management Series 7 Strategic Financial Planning Series 63 Series 24 401k Rollovers Mutual Funds Securities 401k Investment Strategies Investments Asset Allocation Investment Management Iras Insurance Asset Managment Long Term Care

Deborah Saas Education Details

Frequently Asked Questions about Deborah Saas

What company does Deborah Saas work for?

Deborah Saas works for Center For Wealth Management

What is Deborah Saas's role at the current company?

Deborah Saas's current role is Private Wealth Manager.

What is Deborah Saas's email address?

Deborah Saas's email address is de****@****ech.net

What is Deborah Saas's direct phone number?

Deborah Saas's direct phone number is +151352*****

What schools did Deborah Saas attend?

Deborah Saas attended Donald T. Regan School Of Advanced Financial Management, Miami University, Miami University, Cleveland Heights High School.

What skills is Deborah Saas known for?

Deborah Saas has skills like Retirement Planning, Investment Advisory, Estate Planning, Wealth Management, Series 7, Strategic Financial Planning, Series 63, Series 24, 401k Rollovers, Mutual Funds, Securities, 401k.

Who are Deborah Saas's colleagues?

Deborah Saas's colleagues are Randall Daniel.

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