Deborah Fox

Deborah Fox Email and Phone Number

Helping financial advisory firms provide exceptional service to their clients. @ AdvisorTouch
Deborah Fox's Location
San Diego, California, United States, United States
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.

Deborah Fox's Current Company Details
AdvisorTouch

Advisortouch

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Helping financial advisory firms provide exceptional service to their clients.
Deborah Fox Work Experience Details
  • Advisortouch
    Founder
    Advisortouch Jan 2013 - Present
    San Diego, California, United States
    AdvisorTouch provides consulting and resources to financial services companies so they can work more efficiently and deliver exceptional services to their clients.
  • Fox College Funding
    Former Founder & Lead Financial Advisor
    Fox College Funding Jan 1998 - Aug 2023
    San Diego, Ca
    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 clients on a project basis. For more information go to www.FoxCollegeFunding.com.
Fox College Funding was recognized nationally for its… Show more 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 clients on a project basis. For more information go to www.FoxCollegeFunding.com.
Fox College Funding was recognized nationally for its expertise in providing "late stage" college planning services to parents with a college-bound high school student. Rather than focusing on saving for college, this stage of planning focuses on identifying strategies to minimize the out-of-pocket costs of college and how to pay for college most efficiently with the resources that parents have available to them. 
Deborah and her team develop personalized college funding plans for families using the proprietary planning process she developed over the past twenty plus years. Deborah has been interviewed and quoted by national media such as Wall Street Journal, Kiplinger's, Smart Money, Newsweek, Business Week, Financial Planning magazine, Investment News, and others.
Deborah had also provided continuing education to professionals such as CPAs, attorneys, high school and college counselors and other financial advisors. She also spoke at industry conferences on advanced college planning topics. Show less
  • Financial Alternatives, Inc.
    Lead Financial Advisor, Partner
    Financial Alternatives, Inc. Jul 2021 - Jul 2023
    La Jolla, California, United States
    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.
  • Essential Planners
    Founder
    Essential Planners Oct 1987 - Jul 2021
    San Diego, Ca
    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.

Deborah Fox Education Details

Frequently Asked Questions about Deborah Fox

What company does Deborah Fox work for?

Deborah Fox works for Advisortouch

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

Deborah Fox's current role is Helping financial advisory firms provide exceptional service to their clients..

What schools did Deborah Fox attend?

Deborah Fox attended Uc Santa Barbara.

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