Debbie Grose
CFP®
Lake Tahoe Wealth Management, Inc.
Chief Executive Officer
Debbie Grose
CFP®
Lake Tahoe Wealth Management, Inc.
Chief Executive Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Debbie Grose, CFP®
Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country
Debbie Grose is a Folsom, CA fee-only financial planner. Lake Tahoe Wealth Management, Inc. provides holistic financial planning and investment management services to help individuals, families, businesses, trusts, and retirement plans organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Debbie Grose is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Debbie Grose is a CERTIFIED FINANCIAL PLANNER™ and President of Lake Tahoe Wealth Management. She has been practicing financial planning for over a decade and brings her prior accounting experience to the clients she serves. Debbie is passionate about helping people gain clarity over their financial reality and exploring what is possible.
Prior to taking the reigns at Lake Tahoe Wealth Management, Debbie owned Lighthouse Financial Planning. In 2016 the two firms joined forces with the aim of elevating client experience and service.
Debbie is also passionate about the importance of financial literacy, the need for a true financial planning profession and importance of the fiduciary standard of care when giving any kind of financial advice. As an active volunteer within in the Financial Planning Association (FPA), Debbie clearly demonstrates her actions are in line with her beliefs. She has served as a Mentor for FPA’s Residency program at UC Irvine (2011, 2012, and 2013), Past-President of her local FPA chapter; FPA of Northern California Chapter (2012 President), past member of the FPA’s national Career Development Committee, and Career Development Chair for her local FPA chapter.
Her educational background includes a BS in Business Administration, Accounting with a minor in economics from California State University, Sacramento; and a certificate in Personal Financial Planning from the UC Davis, Extension.
Debbie Grose is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Lake Tahoe Wealth Management, Inc. provides deeply integrated and true fee-only fiduciary wealth management services to our clients.
We specialize in providing holistic financial planning and investment management services to individuals, families, businesses, trusts, and retirement plans.
In addition, every single one of our Financial Planners is a CFP® and will always act in the clients best interests.
Lake Tahoe Wealth Management, Inc. delivers our services to clients across the United States, with local Financial Planners in Nevada, California, New York, and South Carolina.
While our team is located physically in the above mention states, we are location independent.
Due to our investment in technology, we have the ability to work with you virtually irrespective of your location as long as you have an internet connection.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Debbie Grose is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Debbie Grose is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Debbie Grose is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Debbie Grose is Quoted in Financial Advisor Magazine: "Mentors Help New Planners With Traumatized Clients"
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Debbie Grose is Quoted in Times Leader: "Where are all the women? Financial planners aim to entice more women into a male-dominated industry"
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Debbie Grose is Mentioned on Business Wire: "UC Irvine Extension Presents 2012 Financial Planning Association Residency Program"
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Debbie Grose is Featured in a Blog on Aegis: "Winning Over Gen Y"
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Debbie Grose is Quoted in The Pueblo Chieftain: "No job, no money, no prospects"
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Debbie Grose is Quoted on Kiplinger: "6 Costly Retirement-Saving Setbacks"
Contact Debbie Grose
Office Locations:
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101 Parkshore Dr
Suite 100
Folsom, CA 95630
