Debbie  Price

Debbie Price

| CFP®, CPA, JD

Price Planning, LLC

Fee Only Financial Planner Located in Powell, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

P.O. Box 1861
Powell, OH 43065-1861

Debbie Price is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Debbie Price, founder and president of Price Planning, is a Certified Financial Planner, an Attorney at Law, a Certified Public Accountant, and more—with all the degrees, certification, and over 20 years of real-world experience to back it up. More importantly, Debbie is a great listener, does not jump to cookie-cutter solutions, and does not sugarcoat the truth. She gets to the heart of each client’s financial health, quickly identifies opportunities and dangers, and offers sound, proven solutions.

Education and Licenses:
  • Licensed Investment Adviser Representative of Price Planning, LLC, State of Ohio Department of Commerce Division of Securities, 2003
  • Certified Financial Planner™, Certified Financial Planner Board, 1998
  • General Securities Registered Representative (Series 7) and Uniform Combined State Law Examination (Series 66), National Association of Securities Dealers, 1995 and 1997, respectively. (Effective 10/01/2002, the Series 7 is no longer being held by a brokerage firm.)
  • Attorney at Law, Supreme Court of Ohio, 1993
  • Capital University Law School, Columbus, Ohio. Juris Doctor, 1993
  • Certified Public Accountant, State of Ohio, 1989
  • Miami University, Oxford, Ohio. Bachelor of Science in Accountancy, 1987
Memberships: