Debra  Wetherby

Debra Wetherby

| CFP®, CFA®

Wetherby Asset Management

Fee Only Financial Planner Located in San Francisco, CA 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

​580 California Street
8th Floor
San Francisco, CA 94104

Debra Wetherby 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?

Deb founded Wetherby Asset Management in 1990 to serve clients with objectivity, integrity and thoughtfulness. Passionate about both investing and serving clients, she is integrally involved in the firm's investment process as well as working on investment and planning issues for some of the firm's more complex clients. Previously, Deb worked at Morgan Stanley in Private Client Services and in the Audit and Management Consulting departments at Price Waterhouse.

Deb holds an MBA from the University of California, Berkeley and a BS in Commerce from the University of Virginia. She is a Certified Public Accountant (inactive), a Chartered Financial Analyst and a CFP®. She has been honored over the years in numerous ways including Top 50 Women in Wealth Management, Top 50 Fee-Only RIA's, and Top 50 Wealth Management RIAs. Deb loves to teach and has spoken and taught on topics ranging from graduate level finance courses to the collective power of women helping women.

Deb is committed to making a difference in the world and is active in several community organizations, including current or prior service on the Marin Community Foundation, the Advisory Board for the Center for Public and Nonprofit Leadership at the Haas School at UC Berkeley, BRAC USA, the National Endowment for Financial Education, and the UC San Francisco Foundation. In addition to spending time with her three children and three grandchildren, Deb enjoys hiking, skiing, reading and ceramics.