Deborah Peri, CFP®
Lead Financial Advisor
Main: 650‑620‑3040
Direct: 650-517-9511
Fax: 650-372-0813
Foster City, CA
950 Tower Lane
Suite 1050
Foster City, CA 94404
Deborah’s dedication to personal growth is reflected in every aspect of her life. From running and lifting weights to cycling and practicing yoga, she believes in the transformative power of health and wellness. Just as she strives for physical excellence, she is committed to helping clients achieve their financial wellbeing. Her enthusiasm guides her approach to financial planning: consistent, disciplined, supportive, and always moving forward.
The journey to becoming a trusted financial advisor began early for Debbie. Inspired by her mother, who opened an IRA for her when she was just 15, Debbie learned firsthand the value of early and consistent savings. This early exposure to financial planning laid the foundation for a career dedicated to helping others achieve financial serenity.
Debbie graduated magna cum laude from the University of Arizona with a BSBA degree, majoring in Accounting. She began her career as an auditor with Ernst & Young and transitioned into consulting after a transformative year in which she studied French and explored Europe. Debbie continued her education by earning her CFP® certification and becoming a financial advisor. She has been guiding clients through retirement, divorce, and other life events for over 20 years with a passionate commitment to their success.
Debbie now resides in the Bay Area. She loves to travel and has explored destinations such as France, Iceland, and Bhutan. When not exploring new territories, she enjoys visiting amusement parks and playing outdoors with her three children. They are a family that loves an active vacation, from biking, to volleyball, running, or just going to the beach.
Their family’s annual tradition is a road trip through California with a touch of magic, including a three-day visit to Universal Studios to enjoy the Wizarding World of Harry Potter.
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