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Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) Email & Phone Number

Financial and Leadership Coach at Women Navigating Finances, LLC
Location: Lincoln Park, New Jersey, United States 9 work roles 2 schools
1 phone found area 973 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
Financial and Leadership Coach
Location
Lincoln Park, New Jersey, United States
Company size

Who is Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)? Overview

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Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) is listed as Financial and Leadership Coach at Women Navigating Finances, LLC, a with 1 employees, based in Lincoln Park, New Jersey, United States. AeroLeads shows phone signal with area code 973 and a matched LinkedIn profile for Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers).

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) previously worked as Financial & Leadership Coach at Women Navigating Finances, Llc and Heartbreak to Happiness® Grief Coach at Grief Coach Academy. Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) holds Ms, Retirement Planning from College For Financial Planning.

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Women Navigating Finances, LLC

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Profile bio

About Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)

Is your retirement income secured? Would you like tools & strategies to enhance that income? How does minimizing income taxes & risk automatically increase your wealth; perhaps more so than your financial investments return?If you’re sick and tired of being mansplained about your finances, pull up a chair. You’ll hear me share everyday, plain English analogies to translate financial concepts into simple-to-implement steps to increase your net AND self-worth.How about those past financial mistakes? If they’re haunting or paralyzing you, we’ll cement lessons learned, dig in and root those out. Forgiveness of our past mis-steps is key to focusing forward, where your rewards lie. We’ll manage your expectations about mistakes in managing your finances—we’ve ALL made them, yet how we respond and course correct separates the wealthy from the rest. You deserve nothing less than to right your direction and reprogram your financial GPS to align with your goals. After practicing Fiduciary Financial Planning & Asset Management 42 years, I sold that business in 2020, yet savor rich memories of my clients’ successes achieved with my outside-the-box thinking. Eager to leverage that wisdom and channel my passion for women to either ‘catch-up’ or ‘up-level’ their finances, I formed Women Navigating Finances, where I serve as your Financial Coach, either 1:1 or in a supportive group environment.Your task is to imagine your WHY! What do you want your next 3, 5, 7, 10+ years to look like? My task is to better ensure your finances are aligned with that vision, your strategies support achieving those goals, and your investments line up with the timelines of your goals. When you control what you can control, financial magic happens. When you pay attention to your money, it pays you back. And when you partner with a winning coach, you’ll exponentially increase your odds of success.As a Certified Grief Coach, I’m keenly aware life isn't a dress rehearsal. Do you know how much you can spend now without endangering your future? I channel your focus away from the financial pundits and media—who have their own agenda, and it doesn’t align with yours! You’ll learn salient tips and tools, customized to you, without your having to become “financially literate”. Good grief; who has time for that? Most of us just want to know the answers to a few questions now.If any of this lands with you AND you’d like to have FUN learning how the tool called money can work for YOU, email me at Team@WomenNavigatingFinances.com or call 973-706-8924. We Can Do It Women™

Listed skills include Leadership, Estate Planning, Writing, National Association Of Professional Women, and 38 others.

Current workplace

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)'s current company

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Women Navigating Finances, LLC
Women Navigating Finances, Llc
Financial and Leadership Coach
Lincoln Park, NJ, US
Employees
1
AeroLeads page
9 roles · 40 years

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) work experience

A career timeline built from the work history available for this profile.

Financial & Leadership Coach

Current

I use my 42 yrs' experience in Financial Planning & Asset Management to coach women to their own financial freedom, starting with confidence building & distilling their goals & strategizing best next steps; there's NO time to waste, women. We Can Do It Women!(tm)

Sep 2020 - Present

Heartbreak To Happiness® Grief Coach

Current
Grief Coach Academy

Using proven strategies, tools, and exercises, I meet grieving people in their despair, and engender hope as well as action steps to begin the rebuilding process after a loss. Time Magazine stated it takes 5-7 yrs to recover from the loss of a partner, yet our tools provide comfort, relief and a roadmap for the future, in mere months, with many people noticing significant progress immediately. What would you pay to receive the gift of "more time" in your life, to achieve what you've been called to do, or to properly memorialize your loved one? I'm confident my coaching fees are FAR lessor than the rich and lasting value they deliver. http://debralmorrison.com/grief-coaching/Call me at 973-706-8924 to discuss which coaching package may be best suited for your needs.

2011 - Present ~15 yrs 7 mos

Transformational Keynote Speaker

Current
Debra L. Morrison

Motivate audiences of mature women to approach and then master their finances, through generous helpings of humor and wit, along with everyday analogies. Empowering women to break out of their white-knuckled fear and paralysis about their finances, using proven coaching techniques to reframe money as a tool; a tool that can buy choices. Women will learn easy tips to manage their fears-including their fear of becoming a bag lady -- thereby increasing both their net and self worth. Plus we'll have fun along the way! Please visit my site: http://debralmorrison.com/speaker/

Jan 1979 - Present

Fee-Only Certified Financial Planner™ Practitioner

St. Louis, Missouri, Us

Through my Registered Investment Advisory firm, Empowered Retirement, Inc. we provided Fiduciary, Fee-Only Financial Planning & Asset Management for high net worth clients, relying heavily on the decades of academic research by DFA—Dimensional Fund Advisors. Our clients’ achieved their dreams and then set new goals for themselves, shaping their rich legacies.

Dec 2013 - Sep 2020

Fee-Only Certified Financial Planner™ Certificant

Empowered Retirement, Inc.

42+ years' experience in Financial Planning and Asset Management, my Masters of Science in Retirement Planning & my Accredited Estate Planner training all contributed to the success of my to millionaire clients reducing their taxes, compounding their net worth & living untethered retirements. Our FEE-Only approach was a welcome change for each of our clients who had otherwise paid for their broker's boat, house or any number of hobbies, over the years in commissions. We're serious about teasing out YOUR goals; we write them down, creating your Bucket List. Then we formulate an investment plan suited to help you achieve those goals, all within a risk tolerance that's comfortable for you. And, perhaps most importantly, we stay in touch with you, and monitor the investments to make sure you're still on track,1, 3, 5, 10 years later. For the engineers, or otherwise curious investors, we use No-Load Institutional Dimensional Fund Mutual Funds and the esteemed Investment Committee of Loring Ward to craft effectively diversified portfolios, utilizing a proven passive Asset Class investing approach. Additionally, we utilize individual municipal bonds as well as alternative Real Estate investments.Please visit our site: www.EmpoweredRetirement.com or Phone us at 973-709-2244.

Dec 2000 - Sep 2020

Fee-Only Certified Financial Planner™ Certificant

Jersey City, New Jersey, Us

Client assets are custodied at TD Ameritrade Institutional, where we pass along razor thin expenses, and are able to offer you the highly acclaimed, Dimensional Fund Advisors' Institutional No-Load Mutual Funds.

1987 - Sep 2020

Women Entrepreneurs

New Jersey 300
2000 - 2011 ~11 yrs

Inspirational Corporate Coach

Mark Victor Hansen'S Mega Inner Circle

Create Enlightened Wealth for Enlightened Futures worldwide, works to make a difference in eradicating illiteracy and contributes to micro financing for the world's working poor.

Jan 2007 - Jun 2009
2 education records

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) education

Ms, Retirement Planning

College For Financial Planning

Bachelor Of Science, Business Adminstration

Messiah University
FAQ

Frequently asked questions about Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)

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What company does Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) work for?

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) works for Women Navigating Finances, LLC.

What is Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)'s role at Women Navigating Finances, LLC?

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) is listed as Financial and Leadership Coach at Women Navigating Finances, LLC.

What is Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)'s phone number?

AeroLeads has found 1 phone signal(s) with area code 973 for Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) at Women Navigating Finances, LLC.

Where is Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) based?

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) is based in Lincoln Park, New Jersey, United States while working with Women Navigating Finances, LLC.

What companies has Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) worked for?

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) has worked for Women Navigating Finances, Llc, Grief Coach Academy, Debra L. Morrison, Loring Ward, and Empowered Retirement, Inc..

How can I contact Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers)?

You can use AeroLeads to view verified contact signals for Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) at Women Navigating Finances, LLC, including work email, phone, and LinkedIn data when available.

What schools did Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) attend?

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) holds Ms, Retirement Planning from College For Financial Planning.

What skills is Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) known for?

Debra L Morrison, Cfp®, Ms, Aep, Certlgbtbe (She/Her/Hers) is listed with skills including Leadership, Estate Planning, Writing, National Association Of Professional Women, Independent Financial Advice, Certified Financial, Public Speaking, and Income Tax.

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