- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Boulder, CO 80304
Boulder, CO 80302
Deborah Yeats 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?
Deborah Yeats is a Fee Only Financial planner in Boulder, CO. Deborah Yeats is a NAPFA-Registered Financial Advisor.
Debbie is a fifth generation Coloradoan who believes passionately in using a consultative approach with her clients to define their current financial situation and identify means to realize their financial goals. She helps them plan for the future, protect what they have saved, and transfer their wealth to future generations and charities.
Prior to joining Gold Medal Waters in 2009, Debbie spent 12 years as a financial advisor with a large national brokerage firm and an independent fee-based firm in Chicago. In these positions she researched, managed, and monitored portfolios tailored to her client’s risk tolerance and financial goals. Debbie received her BA from the University of Colorado and completed post-graduate work at the College for Financial Planning. She holds the designations of CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®.
Debbie has a passion for working with entrepreneurs and business start up. She has shared her lifelong experience as an entrepreneur with the Harper College Entrepreneurs Quest and delivered numerous programs sponsored by colleges, school districts and local organizations addressing all aspects of finance. Owning businesses has allowed her the opportunity to be active in numerous community organizations and professional groups.
Debbie and Mike have two married daughters in the Boulder area. Debbie enjoys traveling, gardening, and playing the piano with her young grandson.