Founder
CurrentAdvisorTouch provides consulting and resources to financial services companies so they can work more efficiently and deliver exceptional services to their clients.
Jan 2013 - Present
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Deborah Fox Email & Phone Number
Helping financial advisory firms provide exceptional service to their clients.
at
AdvisorTouch
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✓ Verified Jun 2026
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Current company
Role
Helping financial advisory firms provide exceptional service to their clients.
Location
San Diego, California, United States
Who is Deborah Fox? Overview
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Quick answer
Deborah Fox is listed as Helping financial advisory firms provide exceptional service to their clients. at AdvisorTouch, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Deborah Fox.
Deborah Fox previously worked as Founder at Advisortouch and Former Founder & Lead Financial Advisor at Fox College Funding. Deborah Fox holds Bachelor'S Degree, Aquatic Biology from Uc Santa Barbara.
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AdvisorTouch
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Profile bio
About Deborah Fox
I was formerly a Wealth Manager and specialty Financial Advisor who had served clients for over three decades. I have a passion for helping people make great life decisions so they can live their best life.I strongly believe in giving back to the community. I volunteer my time by providing financial education to both individuals and groups.I also share my proprietary processes with other financial advisors to help them better serve their clients and reach a higher level of success. I share my experience and ideas as a speaker and trainer for the industry. For more information on my consulting company, AdvisorTouch, see my other LinkedIn profile at www.LinkedIn.com/in/deborahsfox.
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4 roles
Deborah Fox work experience
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Former Founder & Lead Financial Advisor
After providing specialty college planning services as part of the firm's holistic financial planning services in the greater San Diego area, Deborah formed Fox College Funding LLC to expand this niche service nationally to help families across the U.S. reduce their college expenses. Fox College Funding is a specialty planning company that works with.
Jan 1998 - Aug 2023
Lead Financial Advisor, Partner
Financial Alternatives, Inc.
Deborah has left Financial Alternatives to be able to devote more time to her consulting company, AdvisorTouch (www.AdvisorTouch.com) so she can help other financial advisory firms deliver exceptional service to their clients and work more efficiently.
Jul 2021 - Jul 2023
Founder
Essential Planners
Deborah started in the financial advisory business in the broker/dealer space in 1987. She formed and launched her Registered Investment Advisory (RIA) firm, Essential Planners in 2017. Deborah completed the merger of her RIA firm, Essential Planners with Financial Alternatives in July of 2021.
Oct 1987 - Jul 2021
1 education record
Deborah Fox education
FAQ
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What company does Deborah Fox work for?
Deborah Fox works for AdvisorTouch.
What is Deborah Fox's role at AdvisorTouch?
Deborah Fox is listed as Helping financial advisory firms provide exceptional service to their clients. at AdvisorTouch.
Where is Deborah Fox based?
Deborah Fox is based in San Diego, California, United States while working with AdvisorTouch.
What companies has Deborah Fox worked for?
Deborah Fox has worked for Advisortouch, Fox College Funding, Financial Alternatives, Inc., and Essential Planners.
How can I contact Deborah Fox?
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What schools did Deborah Fox attend?
Deborah Fox holds Bachelor'S Degree, Aquatic Biology from Uc Santa Barbara.
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